EZMWisdomTree U.S. MidCap Fund
EZM Fund Description
EZM tracks an earnings-focused index of US midcap stocks.
EZM Factset Analytics Insight
EZM curates a portfolio of US midcap stocks with a focus on earnings. Companies are selected and weighted by earnings—those with greater profits are assigned larger portfolio weights. The fund's earnings screens and its firm size boundaries combine for a big allocation to small-caps. Dipping into small-cap territory elevates the EZM's market risk, and its focus on earnings can lead to sector bets at times. The index is reconstituted and rebalanced on an annual basis.
EZM MSCI ESG Analytics Insight
WisdomTree U.S. MidCap Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.95 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. MidCap Fund ranks in the 40th percentile within its peer group and in the 58th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EZM 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.
EZM Summary Data
EZM Portfolio Data
EZM Index Data
EZM Portfolio Management
EZM Tax Exposures
EZM Fund Structure
EZM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EZM. EZM is rated a 5 out of 5.
EZM Sector/Industry Breakdown
EZM Top 10 Holdings[View All]
EZM Economic Development
EZM Performance Statistics
EZM MSCI ESG Ratings
EZM Benchmark Comparison Summary
EZM Benchmark Comparison Market Cap Size