WBIFWBI BullBear Value 3000 ETF
WBIF 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 BB based on a score of 3.33 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 6th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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 Sector/Industry Breakdown
WBIF Economic Development
WBIF Performance Statistics
WBIF MSCI ESG Ratings
WBIF Benchmark Comparison Summary
WBIF Benchmark Comparison Market Cap Size