WBIF
WBI BullBear Value 3000 ETFWBIF Fund Description
WBIF is an actively-managed fund that focuses on global value stocks that pay dividends. The fund seeks long-term capital appreciation with reduced volatility during market declines.
WBIF Factset Analytics Insight
WBIF is actively managed to target dividend-paying companies with attractive value characteristics. Eligible securities may come from both domestic and foreign issuers, with the fund allocating up to 50% of its assets to emerging markets. While WBIF focuses on all-cap value stocks, it may also hold ETFs, cash, bonds and other equities. The fund utilizes a quantitative, multi-factor selection process combined with a proprietary stop-loss strategy to seek long-term capital appreciation, the potential for current income and principal protection during unfavorable market conditions. Note: WBIF originally launched as a large-cap value fund. On October 25, 2019, the issuer consolidated their actively-managed funds to provide a total market strategy in one ticker.
WBIF MSCI ESG Analytics Insight
WBI BullBear Value 3000 ETF has an MSCI ESG Fund Rating of undefined based on a score of 6.97 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 67th percentile within its peer group and in the 78th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WBIF MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
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
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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.