##  [# WisdomTree Files ‘Balanced Income’ Fund](/sections/daily-etf-watch/wisdomtree-files-balanced-income-fund) 

 

# WisdomTree Files ‘Balanced Income’ Fund

 

 

Portfolio will reflect traditional 60/40 split between stocks and bonds.



 

 

 

 

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[By ETF.com Staff](/contributors/etfcom-staff)

 Oct 09, 2017

 Edited by: ETF.com Staff

 

 

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WisdomTree has filed for an ETF that will offer exposure to both stocks and bonds. The [WisdomTree Balanced Income Fund](https://www.sec.gov/Archives/edgar/data/1350487/000119312517303430/d465984d485apos.htm) will track an index that maintains the traditional 60/40 stocks-to-bonds allocation.

The stocks portion of the index will consist of U.S.-listed equities, while the bonds portion will cover government and corporate debt as well as mortgage-related debt.

The index is generally rebalanced and reconstituted on an annual basis, but if its stocks-to-bonds allocation deviates by more than 2% from that 60/40 breakdown, it can be rebalanced quarterly, the prospectus said.

The document further notes that the fund will mainly hold other ETFs. It did not include a ticker, expense ratio or primary listing exchange.

*Contact Heather Bell at* [*hbell@etf.com*](mailto:hbell@etf.com)



 

 

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 Related Topics  [Equity](http://www.etf.com/topics/equity) 

 [Bond](http://www.etf.com/topics/bond) 

 [Asset Allocation](http://www.etf.com/topics/asset-allocation)