WBIGWBI BullBear Yield 3000 ETF
WBIG Fund Description
WBIG aims to outperform global equities by retaining upside, limiting downside and earning income. While targeting an 80% allocation to global equities, the actively managed fund has a broad mandate that includes MLPs, preferred stock and bonds.
WBIG Factset Analytics Insight
WBIG originally launched as a global large-cap fund. On October 25, 2019 the fund acquired a small-cap version to create a total market strategy. The actively managed fund aims to earn income while maintaining a risk/return profile common to its 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% equity exposure. While managers have a lot to choose from, they aim to dump losers quickly with a strict stop-loss approach.
WBIG MSCI ESG Analytics Insight
WBI BullBear Yield 3000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.41 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 Yield 3000 ETF ranks in the 18th percentile within its peer group and in the 2nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WBIG Summary Data
WBIG Portfolio Data
WBIG Index 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 Sector/Industry Breakdown
WBIG Economic Development
WBIG Performance Statistics
WBIG MSCI ESG Ratings
WBIG Benchmark Comparison Summary
WBIG Benchmark Comparison Market Cap Size