USMF
WisdomTree U.S. Multifactor FundUSMF Fund Description
USMF tracks an index of 200 US-listed equities. Stocks are selected and weighted by a combination of investment factors.
USMF Factset Analytics Insight
USMF aims to provide strategic alpha with reduced risk. The underlying index scores the 800 largest US-listed stocks based on a composite of two fundamental factors (value and quality) and two technical factors (momentum and correlation to the broad market). The top 25% based on the composite score are included in the index. The components are weighted by a combination of the overall factor score and inverse volatility over the past 12 months. Individual holdings are capped at 4%, while sectors weights are set equal to those in the starting universe.
USMF MSCI ESG Analytics Insight
WisdomTree U.S. Multifactor Fund has an MSCI ESG Fund Rating of A based on a score of 6.42 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 U.S. Multifactor Fund ranks in the 59th percentile within its peer group and in the 74th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
USMF 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.
USMF Summary Data
USMF Portfolio Data
USMF Index Data
USMF Portfolio Management
USMF Tax Exposures
USMF Fund Structure
USMF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of USMF. USMF is rated a 5 out of 5.
USMF Tradability
USMF Sector/Industry Breakdown
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USMF Top 10 Holdings[View All]
USMF Countries
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USMF Regions
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USMF Economic Development
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USMF Performance Statistics
USMF MSCI ESG Ratings
USMF Benchmark Comparison Summary
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USMF Benchmark Comparison Market Cap Size
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.