SFHY

WisdomTree Fundamental U.S. Short-Term High Yield Corporate Bond
D

76
*Unless otherwise stated, data provided by FactSet.

SFHY Fund Description

The WisdomTree Fundamental U.S. Short-Term High Yield Corporate Bond Fund tracks an index composed of high yield, U.S., short-term bonds. Constituents are selected and weighted by fundamental company and bond risk characteristics.

SFHY Factset Analytics Insight

SFHY's eligible universe begins with high yield, U.S.-domiciled, USD denominated debt, with maturities between one and five years. From this universe, the fund selects its securities by scoring companies based on their free cash flows to equity, and removing the lowest-scoring 20%. The fund weights its securities by scoring remaining bonds by their probabilities by default, giving preference to risk-adjusted higher income. The fundamental approach intends to identify companies with healthier cash flows, while tilting towards higher income. Given these heavy fundamental factor tilts, SFHY is not expected to Fit our segment benchmark very well.

SFHY MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 24, 2018 the WisdomTree Fundamental U.S. Short-Term High Yield Corporate Bond MSCI ESG Fund Quality Score is 3.58 out of 10.

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. SFHY ranks in the 19th percentile within its peer group and in the 4th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

SFHY CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 09/24/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SFHY -0.16% 2.35% 5.47% 3.71% -- -- --
SFHY (NAV) 0.58% 1.78% 4.76% 5.03% -- -- --
Bloomberg Barclays US High Yield 350mn Cash Pay 2% Capped (0-5 Y) 0.48% 1.58% 3.89% 4.52% 7.03% 4.40% --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SFHY Top 10 Countries [View All]

SFHY Top 10 Sectors

SFHY Top 10 Holdings [View All]

SFHY Summary Data

WisdomTree
04/27/16
Open-Ended Fund
0.38%
$10.11M
$203.87K
0.57%

SFHY Portfolio Data

2.08
2.98 years
5.83%
09/25/18
64

SFHY Index Data

Fundamental
Fundamental
Bloomberg Barclays US High Yield 350mn Cash Pay 2% Capped (0-5 Y)

SFHY Portfolio Management

0.38%
-1.09%
-0.52%
-2.20%

SFHY Tax Exposures

20.00% / 39.60%
0.70%
Qualified dividends
No

SFHY Fund Structure

Open-Ended Fund
No
Yes
75% / 25%
N/A
N/A
High
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

SFHY Factset Analytics Block Liquidity

As of 09/25/18
5
4
3
2
1

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

SFHY Tradability

4,273
$203.87K
468
$33.13K
0.57%
$0.28
-1.46%
0.48% / -2.32%
None
100.00%
100,000
0.00
0.00%
--
--
$50.52
1

SFHY Sector/Industry Breakdown


SFHY
Segment Benchmark
81.54%
86.45%
13.20%
11.48%
4.13%
0.00%
1.13%
2.07%

SFHY Top 10 Holdings[View All]

3.07%
3.06%
3.05%
3.03%
2.59%
2.58%
2.57%
2.56%
2.56%
2.55%
27.62%

SFHY Top 5 Countries


SFHY
Segment Benchmark
84.33%
75.58%
3.60%
4.41%
3.16%
2.46%
2.16%
0.21%
2.08%
0.40%

SFHY Top 5 Currencies


SFHY
Segment Benchmark
100.00%
100.00%

SFHY Economic Development


SFHY
Segment Benchmark
97.93%
98.51%
2.08%
1.49%

SFHY Performance Statistics

0.79
0.98
--
--
--

SFHY MSCI ESG Ratings

3.58 / 10
19.18
3.53
9.35%
1.10%
270.69

SFHY HOLDINGS STATISTICS


SFHY
Segment Benchmark
2.98 years
3.27 years
2.08
2.20
0.52
0.43
--
0
5.83%
6.78%
--
--
Low
Low
64
634
B
B

SFHY MATURITY DISTRIBUTION


SFHY
Segment Benchmark
7.75%
6.79%
36.37%
27.84%
46.08%
65.37%
3.18%
0.00%
2.49%
0.00%
0.00%
0.00%

SFHY CREDIT BREAKDOWN


SFHY
Segment Benchmark
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.69%
41.19%
40.27%
41.90%
40.90%
12.78%
14.83%
0.00%
1.99%
0.00%
0.19%