WBIIWBI BullBear Global Income ETF
WBII Fund Description
WBII offers an actively managed income-oriented portfolio with a broad range of asset choices to meet its objective of income generation with downside risk protection. The fund caps high-yield bond exposure at 40%.
WBII Factset Analytics Insight
WBII is one of a handful of actively managed funds in the multi-asset income space. WBII targets total income-producing equities and bonds. Both its overall strategy and its risk-mitigation tactics are opaque to investors and, as an actively managed fund, subject to change at any time. The fund trades decently, although its fee is on the high side in context.
WBII MSCI ESG Analytics Insight
WBI BullBear Global Income ETF has an MSCI ESG Fund Rating of BB based on a score of 3.25 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 Global Income ETF ranks in the 8th percentile within its peer group and in the 2nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WBII Charts And Performance
WBII Summary Data
WBII Portfolio Data
WBII Index Data
WBII Fund Structure
WBII Tax Exposures
WBII Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WBII. WBII is rated a N/A out of 5.