XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOE Fund Description
The WisdomTree Emerging Markets ex-State-Owned Enterprises Fund tracks a market-cap-weighted index of broad emerging market companies, excluding state-owned enterprises.
XSOE Factset Analytics Insight
Based on the belief that private corporations are run more efficiently and act in the best interests of shareholders, WisdomTree brought to market this new take on broad emerging markets. XSOE aims to provide broad emerging market exposure, excluding state-owned enterprises (SOEs) that tend to dominate the financials and energy sectors in most vanilla emerging market funds. The resulting portfolio should tilt the fund toward consumers and tech companies. Seeded with $10M, XSOE seems to have some institutional support and is a likely viable thesis. Charging 58 bps, its expense ratio is a bit high but not outrageous. Trade the fund with care and use limit orders. Check back in 6 months for further analysis.
XSOE MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 20, 2018 the WisdomTree Emerging Markets ex-State-Owned Enterprises Fund MSCI ESG Fund Quality Score is 4.36 out of 10.
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. XSOE ranks in the 33th percentile within its peer group and in the 14th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
XSOE CHARTS AND PERFORMANCE
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XSOE Top 10 Countries
XSOE Top 10 Sectors
XSOE Top 10 Holdings [View All]
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 4 out of 5.
XSOE Tradability
XSOE Sector/Industry Breakdown
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XSOE TOP 10 HOLDINGS[View All]
XSOE Countries
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XSOE Regions
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XSOE Economic Development
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XSOE Performance Statistics
XSOE MSCI ESG Ratings
XSOE BENCHMARK COMPARISON SUMMARY
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XSOE BENCHMARK COMPARISON MARKET CAP SIZE
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