WBIF
WBI BullBear Value 3000 ETFWBIF Fund Description
WBIF is an actively managed fund that focuses on large-cap value firms. The fund seeks long-term capital appreciation with reduced volatility during market declines.
WBIF Factset Analytics Insight
WBIF is one of ten actively managed funds launched in August 2014 from new issuer WBI Shares. While the fund focuses on large-cap value stocks, it may also hold cash, bonds and other equity. Currently around 15% of the fund is in small- and midcaps, giving it an average market cap of $57B, smaller than our large-cap benchmark. Valuation metrics lean surprisingly far toward growth territory.
WBIF MSCI ESG Analytics Insight
WBI BullBear Value 3000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.03 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. WBI BullBear Value 3000 ETF ranks in the 42nd percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WBIF Charts And Performance
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WBIF Summary Data
WBIF Portfolio Data
WBIF Portfolio Management
WBIF Tax Exposures
WBIF Fund Structure
WBIF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WBIF. WBIF is rated a 5 out of 5.
WBIF Tradability
WBIF Sector/Industry Breakdown
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WBIF Top 10 Holdings[View All]
WBIF Countries
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WBIF Regions
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WBIF Economic Development
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WBIF Performance Statistics
WBIF MSCI ESG Ratings
WBIF Benchmark Comparison Summary
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WBIF Benchmark Comparison Market Cap Size
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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.