EPSWisdomTree U.S. LargeCap Fund
EPS Fund Description
EPS tracks an earnings-weighted index of the 500 largest US companies that have generated positive earnings in the past calendar year.
EPS Factset Analytics Insight
EPS provides broad exposure to the US large-cap space, although its focus on earnings leads it slightly away from pure market coverage. 500 of the largest companies ranked by market capitalization from the WisdomTree U.S. Total Market Index that are generating earnings are selected. The fund focuses on past earnings rather than future earnings potential, so it underweights high growth companies in favor of established earners. The index is earnings-weighted during annual rebalancing to reflect the proportionate share of the earnings each company has generated.
EPS MSCI ESG Analytics Insight
WisdomTree U.S. LargeCap Fund has an MSCI ESG Fund Rating of A based on a score of 6.54 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree U.S. LargeCap Fund ranks in the 56th percentile within its peer group and in the 62nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EPS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EPS Summary Data
EPS Portfolio Data
EPS Index Data
EPS Portfolio Management
EPS Tax Exposures
EPS Fund Structure
EPS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EPS. EPS is rated a 5 out of 5.
EPS Sector/Industry Breakdown
EPS Top 10 Holdings[View All]
EPS Economic Development
EPS Performance Statistics
EPS MSCI ESG Ratings
EPS Benchmark Comparison Summary
EPS Benchmark Comparison Market Cap Size