USMF
WisdomTree U.S. Multifactor FundUSMF Fund Description
The WisdomTree US Multifactor ETF 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. The expense ratio makes USMF competitive.
USMF 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 U.S. Multifactor Fund MSCI ESG Fund Quality Score is 4.50 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. USMF ranks in the 6th percentile within its peer group and in the 17th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
USMF CHARTS AND PERFORMANCE
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USMF Top 10 Countries
USMF Top 10 Sectors
USMF Top 10 Holdings [View All]
USMF Portfolio 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.