WBALWisdomTree Balanced Income Fund
WBAL Fund Description
WBAL tracks an index with a fixed allocation between asset classes.
WBAL Factset Analytics Insight
WBAL uses a fund-of-funds approach to offer global equity and fixed income coverage with a fixed allocation of 60% equity/40% fixed income. Exposure includes both developed and emerging markets, as well as debt instruments of various sectors and credit quality. This fund is very much a go-anywhere, do-anything sort of product—but with the transparency and low cost of an indexed product. Constituent ETFs come from a pre-approved list, mostly from WisdomTree. Equity funds are selected and weighted for higher yield, while maintaining a marketlike division between US and non-US exposure. Fixed income funds are selected and weighted for marketlike duration. Holdings are rebalanced annually, or whenever their weights diverge more than 2% from the headline 60/40 split. WBAL is one of the cheaper options in the space, which encompasses a wide range of price- points.
WBAL Charts And Performance
WBAL Summary Data
WBAL Portfolio Data
WBAL Index Data
WBAL Fund Structure
WBAL Tax Exposures
WBAL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WBAL. WBAL is rated a 1 out of 5.