SFHY

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

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*Unless otherwise stated, data provided by FactSet.

SFHY Fund Description

SFHY 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

WisdomTree Fundamental U.S. Short-Term High Yield Corporate Bond has an MSCI ESG Fund Rating of BB based on a score of 3.33 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 Fundamental U.S. Short-Term High Yield Corporate Bond ranks in the 12nd percentile within its peer group and in the 65th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SFHY Charts And Performance

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Total Return Chart (%)
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PERFORMANCE [as of 09/13/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SFHY 1.45% 1.39% 8.19% 5.32% 3.76% -- --
SFHY (NAV) 1.04% 1.31% 8.10% 5.23% 5.06% -- --
Bloomberg Barclays US High Yield 350mn Cash Pay 2% Capped (0-5 Y) 0.96% 1.24% 8.00% 4.25% 5.76% 4.24% --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SFHY Summary Data

WisdomTree
04/27/16
Open-Ended Fund
0.38%
$20.15M
$90.40K
0.18%

SFHY Portfolio Data

1.78
--
6.09%
09/24/19
123

SFHY Index Data

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

SFHY Portfolio Management

0.38%
0.08%
0.85%
-0.82%

SFHY Tax Exposures

20.00% / 39.60%
0.47%
Qualified dividends
No

SFHY 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 -
Daily Spread
Premium/Discount
Volume

SFHY Factset Analytics Block Liquidity

As of 09/16/19
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 N/A out of 5.

SFHY Tradability

1,724
$90.40K
1,371
$69.27K
0.18%
$0.09
0.16%
0.75% / -1.46%
None
100.00%
100,000
0.01
0.01%
--
0
$50.35
N/A

SFHY Sector/Industry Breakdown


SFHY
Segment Benchmark
86.61%
--
10.42%
--
2.08%
--
0.89%
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SFHY Top 10 Holdings[View All]

2.35%
2.22%
2.19%
2.14%
1.77%
1.74%
1.70%
1.69%
1.66%
1.58%
19.04%

SFHY Top 5 Countries


SFHY
Segment Benchmark
100.00%
--

SFHY Top 5 Currencies


SFHY
Segment Benchmark
100.00%
--

SFHY Performance Statistics

0.88
0.94
--
--
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SFHY MSCI ESG Ratings

BB
3.33 / 10
65.05
11.60
8.41%
1.62%
196.73

SFHY Holdings Statistics

2.04 years
1.78
6.09%
1.78
Low
123
3.55%

SFHY Avg Life Maturity Distribution

29.50%
19.18%
22.37%
--
--
--
--

SFHY OAS Breakdown

31.72%
19.53%
14.25%
6.92%
2.89%
2.47%
0.23%
2.54%
0.54%
6.95%