Efficient Core

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Efficient Core
  • Pininvest Analysis

For some investors, core investing is all about allocating to the lowest cost beta exposure in the market. The WisdomTree approach to core investing seeks to not only provide a low-cost building block for asset allocation, but also meaningfully boost the capital efficiency in the core to allow investors more flexibility and room to add further portfolio diversifiers. We accomplish this through an overlay of U.S. Treasury futures.

 

We started building the Efficient Core family with a focus the U.S. large cap market, but have expanded our lineup to include similar U.S. Treasury futures overlays for developed international and emerging markets. We believe the idea is simple: the additional diversification that bond futures can provide is helpful not only for U.S. markets, but also when investing abroad; and this extended family can help create more room for diversifiers in a portfolio.

Efficient Core • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree Emerging Markets Efficient Core Fund NTSE NYSEARCA - - - 0 1.1% Neutral 1%   1% -1%
WisdomTree International Efficient Core Fund NTSI NYSEARCA - - - 0 0.9% Neutral 1%   1% -1%
WisdomTree U.S. Efficient Core Fund NTSX NYSEARCA - - - 45 M 34.4% Neutral 16%   98% -9%