XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOE 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 are run more effectively than those controlled by governments. XSOE 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. Unsurprisingly, the portfolio tilts toward tech and consumer companies, though loose guardrails prevent extreme departures from marketlike exposure to any sector or country. XSOE charges a reasonable expense ratio considering its unusual mandate.
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 4.58 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 31st percentile within its peer group and in the 52nd 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 Charts And Performance
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
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 Tradability
XSOE Sector/Industry Breakdown
XSOE
XSOE Top 10 Holdings[View All]
XSOE Countries
XSOE
XSOE Regions
XSOE
XSOE Economic Development
XSOE
XSOE Performance Statistics
XSOE MSCI ESG Ratings
XSOE Benchmark Comparison Summary
XSOE
XSOE Benchmark Comparison Market Cap Size
XSOE
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.