IXSE

WisdomTree India ex-State-Owned Enterprises Fund
*Unless otherwise stated, data provided by FactSet.

IXSE Fund Description

IXSE tracks a market-cap weighted index of non-stated owned Indian equities.

IXSE Factset Analytics Insight

IXSE is designed around the premise that private corporations outperform those controlled by governments. IXSE aims to provide broad exposure to Indian companies, excluding state-owned enterprises (SOEs) that tend to dominate the telecommunications and transportation sectors. The fund defines an SOE as one with more than 20% government ownership. Unsurprisingly, the portfolio tilts toward software/tech services and materials companies, though loose guardrails prevent extreme departures from marketlike exposure to any sector. IXSE charges a slightly lower expense ratio than most India focused ETFs.

IXSE MSCI ESG Analytics Insight

WisdomTree India ex-State-Owned Enterprises Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.17 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 India ex-State-Owned Enterprises Fund ranks in the 41st percentile within its peer group and in the 92nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IXSE Charts And Performance

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IXSE Summary Data

WisdomTree
04/04/19
Open-Ended Fund
0.58%
$2.07M
$22.32K
0.21%

IXSE Portfolio Data

$41.78B
25.17
2.85
--
06/23/20
86

IXSE Index Data

WisdomTree India ex-State-Owned Enterprises Index
Market Cap
Principles-based
MSCI India IMI

IXSE Portfolio Management

0.58%
--
--
--

IXSE Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IXSE Fund Structure

Open-Ended Fund
No
Yes
75% / 25%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IXSE Factset Analytics Block Liquidity

As of 06/04/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IXSE. IXSE is rated a 1 out of 5.

IXSE Tradability

1,213
$22.32K
103
$1.93K
0.21%
$0.04
0.42%
5.03% / -5.98%
None
--
50,000
0.00
0.10%
2.75%
0
$20.82
1

IXSE Top 10 Holdings[View All]

0%

IXSE Performance Statistics

--
--
--
--
0.00%
MSCI India IMI

IXSE MSCI ESG Ratings

5.17 / 10
92.00
40.78
2.25%
6.33%
431.89

IXSE Benchmark Comparison Holdings

86
331
75
74.54%

IXSE Benchmark Comparison Summary


IXSE
Segment Benchmark
86
331
$41.78B
$36.14B
25.17
23.33
2.85
2.36
1.22%
1.38%
High
Medium

IXSE Benchmark Comparison Market Cap Size


IXSE
Segment Benchmark
69.39%
60.49%
26.92%
26.04%
3.59%
10.65%
0.10%
2.81%