5 min readBy Beqa Bumbeishvili ETF Insider
PFM VS FVD
Compare the PFM and FVD ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
The WisdomTree 90/60 U.S. Balanced Fund (NTSX) is managed by WisdomTree Asset Management, Inc., an experienced investment adviser. This actively managed fund employs a models-based approach to achieve its investment objective. NTSX seeks to invest in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. The fund typically allocates approximately 90% of its net assets to U.S. equity securities, with the remaining portion serving as collateral for U.S. Treasury futures contracts of varying maturities, aiming for a target duration of 3 to 8 years. WisdomTree Asset Management employs sector classification standards to define companies within a sector, encompassing a wide range of industries. As of September 30, 2022, the fund had significant exposure to the information technology and health care sectors, among others, providing investors with a balanced approach to the U.S. equity and fixed income markets.
The WisdomTree 90/60 U.S. Equity and U.S. Treasury Mix ETF (NTSX) is actively managed to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. While NTSX primarily focuses on its investment strategy, it still offers dividends that are influenced by the performance and dividend policies of the constituent companies.
Seeking to align with its investment objectives, NTSX employs an actively managed models-based approach. The fund primarily invests in large-capitalization U.S. equity securities, emphasizing market capitalization-weighted allocations. Typically, NTSX allocates around 90% of its net assets to U.S. equity securities. The remaining portion is utilized as collateral for U.S. Treasury futures contracts with varying maturities, targeting a duration of 3 to 8 years. NTSX aims to maintain risk levels consistent with intermediate-term fixed income securities through its futures positions. If deviations in equity and fixed income allocations exceed 5%, the fund is expected to rebalance to realign with its original targets. The portfolio encompasses companies from sectors such as consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, communication services, and utilities.
The correlation aspect of the WisdomTree 90/60 U.S. Balanced Fund (NTSX) primarily revolves around its unique blend of large-capitalization U.S. equity securities and U.S. Treasury futures contracts. As an actively managed fund, NTSX's correlation with the broader U.S. equity market can vary based on its allocation decisions. While the equity portion tends to correlate with the broader equity market, the use of U.S. Treasury futures contracts can introduce varying degrees of interest rate sensitivity.
The WisdomTree 90/60 U.S. Balanced Fund (NTSX) primarily operates in the financial sector. This ETF aims to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. While the financial sector is the focus of this ETF, it also maintains exposure to other sectors such as consumer discretionary, consumer staples, information technology, and healthcare. Investors looking for a balanced approach to investing in both equities and fixed income with an emphasis on the financial sector may find NTSX appealing. However, it's important to note that the concentration in the financial sector could introduce specific risks associated with that sector's performance.
The exposure characteristic of the WisdomTree 90/60 U.S. Balanced Fund (NTSX) is designed to provide investors with a balanced exposure to both U.S. equity securities and U.S. Treasury futures contracts. This actively managed fund seeks to maintain a target allocation of approximately 90% in U.S. equity securities and 60% in U.S. Treasury futures contracts. By combining these two asset classes, NTSX aims to achieve a diversified investment strategy that balances potential equity growth with fixed-income stability, making it an attractive option for investors seeking a balanced approach to their portfolio.
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5 min readCompare the PFM and FVD ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readCompare the SOIL and CROP ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readThe NTSX ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
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