WBIG
WBI BullBear Yield 1000 ETFWBIG Fund Description
WBIG aims to outperform global large-cap equities by retaining upside, limiting downside and earning income. While targeting an 80% allocation to global large-caps, the actively managed fund has a broad mandate that includes MLPs, preferred stock and bonds.
WBIG Factset Analytics Insight
WBIG stands out in the Global Large-Cap segment with a challenging goal, a long leash and a high fee. The actively managed fund aims to earn income while maintaining a risk/return profile common to its 9 sister funds: strong upside participation with lower volatility and downside protection. To get there, the managers can choose from a broad range of assets, including MLPs and preferred stock, as well as option overlays and bonds. Emerging market securities are fair game up to 50%, while our benchmark has less than 10% exposure. Still, the fund aims for 80% large-cap equity exposure. While managers have a lot to choose from, they aim to dump losers quickly with a strict stop-loss approach. WBIG isn’t cheap for an ETF, but it has attracted significant assets. The fund was likely made-to-order for an existing client base
WBIG MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of December 13, 2018 the WBI BullBear Yield 1000 ETF MSCI ESG Fund Quality Score is 5.44 out of 10.
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. WBIG ranks in the 14th percentile within its peer group and in the 47th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
WBIG CHARTS AND PERFORMANCE
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WBIG Top 10 Countries
WBIG Top 10 Sectors
WBIG Top 10 Holdings [View All]
WBIG Summary Data
WBIG Portfolio Data
WBIG Portfolio Management
WBIG Tax Exposures
WBIG Fund Structure
WBIG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WBIG. WBIG is rated a 5 out of 5.
WBIG Tradability
WBIG Sector/Industry Breakdown
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WBIG TOP 10 HOLDINGS[View All]
WBIG Countries
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WBIG Economic Development
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WBIG Performance Statistics
WBIG MSCI ESG Ratings
WBIG BENCHMARK COMPARISON SUMMARY
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WBIG 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.