XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE Fund Description
XSOE tracks a market-cap-weighted index of emerging market companies, excluding state-owned enterprises.
XSOE Factset Analytics Insight
XSOE is designed around the premise that private corporations run more effectively than those controlled by the government. The fund aims to provide broad emerging market exposure, excluding state-owned enterprises (SOEs) that tend to dominate the financial and energy sectors in most emerging market economies. The fund defines an SOE as one with more than 20% government ownership. The selection universe starts with the emerging market companies from across various sectors that meet its market cap, liquidity, and tradability screens. From this, the fund removes all state-owned enterprises (SOEs) and all remained securities are then weighted by market capitalization, subject to adjustments relative to country and sector weights prior to the removal of SOEs. The index constituents rebalance annually.
XSOE MSCI ESG Analytics Insight
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.64 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. WisdomTree Emerging Markets ex-State-Owned Enterprises Fund ranks in the 33th percentile within its peer group and in the 54th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XSOE 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.
XSOE Summary Data
XSOE Portfolio Data
XSOE Index Data
XSOE Portfolio Management
XSOE Tax Exposures
XSOE Fund Structure
XSOE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XSOE. XSOE is rated a 5 out of 5.
XSOE Sector/Industry Breakdown
XSOE Top 10 Holdings[View All]
XSOE Economic Development
XSOE Performance Statistics
XSOE MSCI ESG Ratings
XSOE Benchmark Comparison Summary
XSOE Benchmark Comparison Market Cap Size