WisdomTree Equity Income Fund (DHS)
#17
Best Fit Income Funds ETFs
U.S. News evaluated 67 Income Funds ETFs and 31 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.
How we identify Best Fit Funds
| Best Fit Scorecard |
| Costs |
Good |
| Tracking Error |
Typical |
| Bid/Ask Ratio |
Good |
| Holdings Diversity |
Good |
Fund Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Equity Income Index.
The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the WisdomTree Equity Income Index. It attempts to invest all or substantially all of its assets in the stocks that make up the index. The index is a fundamentally weighted index that is comprised of companies with high dividend yields selected from the WisdomTree Dividend Index. The fund is non-diversified.
Fund Snapshot Updated 05.21.2013
| Previous Close |
$54.08 |
Expense Ratio |
0.38% |
| YTD Return |
19.4% |
Avg. 30-Day Volume |
71,031 |
| 1-Year Return |
27.7% |
Market Cap |
Loading... |
| Bid |
$54.09 |
Shares Outstanding |
13,850,000 |
| Ask |
$54.12 |
Dividends |
$2.18 |
| Top 10 Holdings |
| At&T Inc (T) |
6.21% |
| Microsoft Corp (MSFT) |
5.51% |
| Johnson & Johnson (JNJ) |
4.74% |
| Chevron Corp New (CVX) |
4.50% |
| Pfizer Inc (PFE) |
4.11% |
| Verizon Communications Inc (VZ) |
3.94% |
| Procter & Gamble Co (PG) |
3.90% |
| Philip Morris Intl Inc (PM) |
3.56% |
| Merck & Co Inc New (MRK) |
3.16% |
| Intel Corp (INTC) |
2.86% |
| % of Total Holdings |
42.50% |
Sector Breakdown
Geographic Breakdown
