WBILWBI BullBear Quality 3000 ETF
WBIL Fund Description
WBIL is an actively-managed fund that invests primarily in global equity securities. The fund can also invest its assets in nearly anything the manager deems tactical.
WBIL Factset Analytics Insight
WBIL’s mandate gives its managers a very long leash to invest in assets they deem attractive. While the actively-managed fund seeks to invest primarily in global companies of any capitalization, it may also invest in other strategic investment opportunities. Aside from aiming to provide consistent returns, WBIL also seeks lower volatility and risk in any market condition. The fund’s manager selects attractive and financially stable companies by using quantitative computer screening of fundamental metrics. Additionally, the fund’s proprietary selection process follows a buy-and-sell discipline. WBIL does not cap its investments in foreign securities and up to 50% of its assets may be invested in emerging markets. 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 WBIL’s exposure difficult.
WBIL MSCI ESG Analytics Insight
WBI BullBear Quality 3000 ETF has an MSCI ESG Fund Rating of A based on a score of 6.35 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 Quality 3000 ETF ranks in the 57th percentile within its peer group and in the 72nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WBIL 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.
WBIL Summary Data
WBIL Portfolio Data
WBIL Index Data
WBIL Portfolio Management
WBIL Tax Exposures
WBIL Fund Structure
WBIL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WBIL. WBIL is rated a 4 out of 5.
WBIL Sector/Industry Breakdown
WBIL Economic Development
WBIL Performance Statistics
WBIL MSCI ESG Ratings
WBIL Benchmark Comparison Summary
WBIL Benchmark Comparison Market Cap Size