Morningstar

WisdomTree Siegel Longevity Dgtl LNGVX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 11.41  /  +0.06 %
  • Total Assets 180,548.0
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield —
  • Turnover 23%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:25 PM GMT+0

Morningstar’s Analysis LNGVX

Will LNGVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LNGVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LNGVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LNGVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Siegel Longevity Dgtl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LNGVX

More LNGVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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