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WisdomTree 90/60 US Balanced (NTSX)

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ISINUS97717Y7904
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2018
AUM$1.17 billion
ProviderWisdomTree
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

WisdomTree 90/60 US Balanced Price Chart

Live Price (Delayed)
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Description

The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Eli Lilly and Company
1.47%
๐Ÿ“ˆ Apple Inc
5.49%
๐Ÿ“ˆ Amazon.com Inc
4.05%
๐Ÿ“ˆ Broadcom Inc
2.12%
๐Ÿ“ˆ Meta Platforms Inc.
3.32%
๐Ÿ“ˆ Microsoft Corporation
6.55%
๐Ÿ“ˆ NVIDIA Corporation
6.72%
๐Ÿ“ˆ Tesla Inc
1.92%
๐Ÿ“ˆ Berkshire Hathaway Inc
1.96%
๐Ÿ“ˆ Alphabet Inc Class A
4.06%

Sector Allocation

โšก Energy
3.05%
๐Ÿ”Œ Utilities
2.12%
๐Ÿ’Š Healthcare
9.15%
๐Ÿ’ป Technology
33.09%
๐Ÿ—๏ธ Industrials
7.25%
๐Ÿ˜๏ธ Real Estate
1.72%
๐Ÿ“Š Basic Materials
1.45%
๐Ÿ“Š Consumer Cyclicals
10.68%
๐Ÿ“Š Consumer Defensive
5.95%
๐Ÿ“Š Financial Services
14.13%
๐Ÿ“ก Communication Services
11.40%

Currency Exposure

๐Ÿ’ฐ Bond
0.20%
๐Ÿ’ฐ Cash
0.00%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
99.52%
๐Ÿ’ฐ Stock non-US
0.28%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month8.96%
3 Months-3.23%
6 Months-1.86%
1 Year8.36%
3 Years49.86%
5 Years69.11%
Since Inception101.49%

๐Ÿ“Š Wealth Projection Calculator

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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