WBIG
WBI BullBear Yield 3000 ETFWBIG Fund Description
WBIG is an actively managed fund of global equities from all capitalizations that focuses on dividend yields. The fund seeks long-term capital appreciation with reduced volatility during market declines.
WBIG Factset Analytics Insight
WBIG originally launched as a global large-cap fund. On Oct. 25, 2019 the fund acquired a small-cap version to create a total market strategy. The actively managed fund aims to earn income by screening companies with consist dividend payments and high dividend yields. WBIG also maintains a risk/return profile common to its sibling funds (WBIL, WBIF) — strong upside participation with lower volatility and downside protection. To get there, the managers can choose from a broad range of assets such as ETFs, MLPs, preferred stock, option overlays and bonds, including up to 50% on emerging market securities. 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. The fund’s manager expects a portfolio turnover rate in excess of 100% annually which, from a portfolio management perspective, makes predicting and planning for WBIG’s exposure very difficult.
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 Tradability
WBIG Sector/Industry Breakdown
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WBIG Top 10 Holdings[View All]
WBIG Countries
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WBIG Regions
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WBIG Economic Development
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WBIG Performance Statistics
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.