WBIF
WBI BullBear Value 3000 ETFWBIF Fund Description
WBIF is an actively managed fund that focuses global value stocks that pay dividends. The fund seeks long-term capital appreciation with reduced volatility during market declines.
WBIF Factset Analytics Insight
WBIF utilizes a quantitative, multifactor global security selection process combined with a propritary stop loss strategy to seek long-term capital appreciation, the potential for current income, and principal protection during unfavorable market conditions. Launched originally as an actively managed large-cap fund, on October 25, 2019 the Issuer consolidated their actively managed funds to provide a total market strategy in one ticker. WBIF still focuses on global value stocks, in addition it may also hold cash, bonds and other equity.
WBIF MSCI ESG Analytics Insight
WBI BullBear Value 3000 ETF has an MSCI ESG Fund Rating of AA based on a score of 7.35 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 89th percentile within its peer group and in the 96th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WBIF Charts And Performance
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
WBIF Summary Data
WBIF Portfolio Data
WBIF Index 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 4 out of 5.
WBIF Tradability
WBIF Sector/Industry Breakdown
WBIF
WBIF Top 10 Holdings[View All]
WBIF Countries
WBIF
WBIF Regions
WBIF
WBIF Economic Development
WBIF
WBIF Performance Statistics
WBIF MSCI ESG Ratings
WBIF Benchmark Comparison Summary
WBIF
WBIF Benchmark Comparison Market Cap Size
WBIF
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
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.