Values as of: 2019-03-25
ETF | Mid-Cap Blend | NYSE Arca
Last Closing
USD 38.47Change
+0.06 (+0.15)%Market Cap
USD 0.74BVolume
0.11MAnalyst Target
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Verdict
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. The fund is non-diversified.
Company Website : www.wisdomtree.com
Currency: USD
Country : USA
Inception Date: 23/02/2007
Primary Benchmark: WisdomTree U.S. MidCap TR USD
Primary Index: S&P 500 TR USD
Gross Expense Ratio: 0.38%
Management Expense Ratio: 0.38 %
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| Symbol | Company Name | Allocation |
|---|---|---|
| AUTL | Autolus Therapeutics Ltd | 1.01 % |
| PLXS | Plexus Corp | 0.62 % |
| JHG | Janus Henderson Group PLC | 0.61 % |
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| Symbol | Name | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|
| VXF | Vanguard Extended Market Index.. | 0.07 % |
-1.35 (-0.83%) |
USD 103.55B |
| IJH | iShares Core S&P Mid-Cap ETF | 0.07 % |
-0.50 (-0.88%) |
USD 85.06B |
| VO | Vanguard Mid-Cap Index Fund ET.. | 0.04 % |
-0.63 (-0.27%) |
USD 63.72B |
| IWR | iShares Russell Mid-Cap ETF | 0.19 % |
-0.31 (-0.39%) |
USD 32.75B |
| MDY | SPDR® S&P MIDCAP 400 ETF Trus.. | 0.24 % |
-4.38 (-0.84%) |
USD 22.34B |
| SCHM | Schwab U.S. Mid-Cap ETF | 0.05 % |
-0.59 (-0.77%) |
USD 11.17B |
| SPMD | SPDR Russell Small Cap Complet.. | 0.06 % |
-0.39 (-0.78%) |
USD 9.78B |
| XMHQ | Invesco S&P MidCap Quality ETF | 0.25 % |
-1.04 (-1.00%) |
USD 3.96B |
| JHMM | John Hancock Multifactor Mid C.. | 0.44 % |
-0.28 (-0.52%) |
USD 3.67B |
| IVOO | Vanguard S&P Mid-Cap 400 Index.. | 0.15 % |
-0.85 (-0.88%) |
USD 1.69B |
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| Market Performance vs. Industry/Classification (Mid-Cap Blend) | Market Performance vs. Exchange (NYSE Arca) | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 12.19% | 56% | F | 63% | D | ||
| Dividend Return | N/A | N/A | N/A | N/A | F | ||
| Total Return | 12.19% | 56% | F | 60% | D- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 1.80% | 56% | F | 63% | D | ||
| Dividend Return | 1.23% | 56% | F | 19% | F | ||
| Total Return | 3.03% | 56% | F | 52% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 30.45% | 29% | F | 74% | C | ||
| Dividend Return | 7.44% | 41% | F | 25% | F | ||
| Total Return | 37.89% | 18% | F | 66% | D+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 7.36% | 63% | D | 74% | C | ||
| Dividend Return | 8.76% | 52% | F | 71% | C- | ||
| Total Return | 1.41% | 48% | F | 29% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 10.80% | 22% | F | 64% | D | ||
| Risk Adjusted Return | 81.14% | 41% | F | 77% | C+ | ||
| Market Capitalization | 0.74B | 75% | C | 60% | D- | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
