WBITWBI BullBear Trend Switch U.S. 3000 Total Return ETF
WBIT Fund Description
WBIT is an actively-managed fund that switches between equity and bonds depending on macroeconomic conditions and technical market trends.
WBIT Factset Analytics Insight
WBIT uses a toggling strategy to invest in either stocks or bonds, depending on market conditions. Such strategy is using an equity and bond model that analyzes technical trends, monetary policy, valuation, sentiment, and interest rate changes. When indicators favor the fund to invest in equity, WBIT will hold US stocks of all market-caps with high correlations with the broad market. Otherwise, the fund will hold US bonds, and additional factors in its model will generate recommended duration and credit quality. The fund’s exposure to US bonds typically includes Treasurys, investment-grade corporate bonds, and high-yield, as well as ETFs and ETNs with exposure to those debt securities.
WBIT MSCI ESG Analytics Insight
WBI BullBear Trend Switch U.S. 3000 Total Return ETF has an MSCI ESG Fund Rating of BB based on a score of 3.94 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 Trend Switch U.S. 3000 Total Return ETF ranks in the 12nd percentile within its peer group and in the 2nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WBIT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WBIT. WBIT is rated a N/A out of 5.