Key stats
About WisdomTree U.S. Multifactor Fund
Expense ratio
0.28%
Home page
Inception date
Jun 29, 2017
USMF aims to provide strategic alpha with reduced risk. The underlying index scores the 800 largest US-listed stocks based on a composite of two fundamental factors (value and quality) and two technical factors (momentum and correlation to the broad market). The top 25% based on the composite score are included in the index. The components are weighted by a combination of the overall factor score and inverse volatility over the past 12 months. Individual holdings are capped at 4%, while sectors weights are set equal to those in the starting universe.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Finance
Stocks99.92%
Technology Services25.31%
Finance15.13%
Consumer Services8.34%
Electronic Technology7.37%
Health Technology6.43%
Retail Trade5.43%
Consumer Non-Durables5.14%
Health Services4.16%
Energy Minerals3.90%
Distribution Services3.89%
Producer Manufacturing2.83%
Utilities2.48%
Process Industries2.02%
Communications1.95%
Commercial Services1.66%
Consumer Durables1.26%
Industrial Services1.03%
Transportation0.97%
Non-Energy Minerals0.63%
Bonds, Cash & Other0.08%
Cash0.08%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history