SFIG

WisdomTree U.S. Short Term Corporate Bond Fund
*Unless otherwise stated, data provided by FactSet.

SFIG Fund Description

SFIG tracks an index composed of investment grade, short-term, US bonds. Constituents are selected and weighted by fundamental company and bond risk characteristics.

SFIG Factset Analytics Insight

SFIG's eligible universe includes investment grade, US-domiciled, USD denominated corporate debt, with maturities between one and five years. From this universe, the fund selects its fixed income securities by scoring companies based on their free cash flows over debt service, leverage ratios, and return on invested capital, and subsequently removing the lowest-scoring 20%. The fund weights its securities by scoring remaining bonds by their probability of default and duration, and gives preference to risk-adjusted higher income. The fundamental approach intends to identify companies with healthy balance sheets and cash flows, while tilting towards higher income.

PERFORMANCE [as of 08/03/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SFIG 0.76% 0.89% -4.28% -5.37% 0.24% 1.17% --
SFIG (NAV) 0.80% 0.85% -4.35% -5.39% 0.22% 1.22% --
Bloomberg U.S. Corporate Bond 1-3 Year Index 0.36% 0.40% -2.87% -3.41% 0.72% 1.52% 1.69%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SFIG Summary Data

WisdomTree
04/27/16
Open-Ended Fund
0.18%
$38.35M
$289.98K
0.13%

SFIG Portfolio Data

2.55
--
3.49%
N/A
414

SFIG Index Data

WisdomTree U.S. Short-term Corporate Bond Index
Fundamental
Fundamental
Bloomberg U.S. Corporate Bond 1-3 Year Index

SFIG Portfolio Management

0.18%
-0.25%
-0.14%
-0.41%

SFIG Tax Exposures

20.00% / 39.60%
0.24%
Ordinary income
No

SFIG Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
High
Daily

SFIG Factset Analytics Block Liquidity

As of 08/04/22
5
4
3
2
1

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

SFIG Tradability

6,075
$289.98K
786
$37.56K
0.13%
$0.06
-0.04%
0.28% / -0.31%
None
100.00%
100,000
0.01
0.00%
--
0
$48.00
N/A

SFIG Sector/Industry Breakdown


SFIG
Segment Benchmark
43.92%
--
8.15%
--
7.66%
--
6.45%
--
6.34%
--
5.04%
--
4.53%
--
4.33%
--
3.71%
--
1.86%
--

SFIG Top 10 Holdings[View All]

1.47%
1.10%
0.99%
0.97%
0.96%
0.93%
0.91%
0.89%
0.81%
0.81%
9.83%

SFIG Top 5 Countries


SFIG
Segment Benchmark
100.00%
--

SFIG Top 5 Currencies


SFIG
Segment Benchmark
100.00%
--

SFIG Performance Statistics

0.96
1.52
--
--
--

SFIG Holdings Statistics

2.85 years
2.55
3.49%
2.64
Low
414
0.86%

SFIG Avg Life Maturity Distribution

6.47%
15.42%
37.02%
40.04%
0.17%
0.22%
0.66%
--
--

SFIG OAS Breakdown

65.38%
33.13%
1.49%
--
--
--
--
--
--
--
--