WisdomTree LargeCap Dividend Fund (DLN)

  • Loading...

Best Fit Income Funds ETFs

U.S. News evaluated 82 Income Funds ETFs and 35 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 Excellent
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 LargeCap Dividend 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 the large-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

Fund Snapshot Updated 07.10.2014

Previous Close $71.10 Expense Ratio 0.28%
YTD Return 8.06% Avg. 30-Day Volume 95,121
1-Year Return 16.8% Market Cap Loading...
Bid $71.09 Shares Outstanding 26,050,000
Ask $71.13 Dividends $1.63
Top 10 Holdings
Apple Inc (AAPL) 3.96%
Exxon Mobil Corp (XOM) 3.39%
Microsoft Corp (MSFT) 3.19%
At&T Inc (T) 2.95%
Johnson & Johnson (JNJ) 2.54%
Chevron Corp New (CVX) 2.46%
General Electric Co (GE) 2.19%
Wells Fargo & Co New (WFC) 2.17%
Procter & Gamble Co (PG) 1.94%
Verizon Communications Inc (VZ) 1.86%
% of Total Holdings 26.60%

Sector Breakdown

Geographic Breakdown

Best Fit Income Funds

See full rankings for Income Funds