IXSEWisdomTree India ex-State-Owned Enterprises Fund
IXSE Fund Description
IXSE tracks a market-cap-weighted index of non-state-owned Indian equities.
IXSE Factset Analytics Insight
IXSE is designed around the premise that private corporations outperform firms controlled by governments. The fund 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. In addition, IXSE uses certain environmental, social and governance (ESG) criteria to filter securities. Holdings are market-cap-weighted with single security and sector weight caps at 10% and 30%, respectively. Although, the resulting portfolio may have some sector biases, loose guardrails prevent extreme departures from market-like exposure to any sector. The index is reconstituted and rebalanced annually.
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 4.59 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 21st percentile within its peer group and in the 26th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IXSE 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.
IXSE Portfolio Data
IXSE Index Data
IXSE Portfolio Management
IXSE Tax Exposures
IXSE Fund Structure
IXSE Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
IXSE Top 10 Holdings[View All]
IXSE Economic Development
IXSE Performance Statistics
IXSE MSCI ESG Ratings
IXSE Benchmark Comparison Summary
IXSE Benchmark Comparison Market Cap Size