Modern Alpha® EM ex-State Owned Enterprises

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Draft theme Never published

Modern Alpha® EM ex-State Owned Enterprises

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.

 

Modern Alpha® WisdomTree Emerging Markets ex-State Owned Enterprises ETFs exclude "Government-owned and influenced companies" because they typically run their businesses with a broader set of interests, not only (or not at all) for shareholder return 

 Set apart from State Owned Enterprises (SOEs), companies with growth and profitability potential, likely to benefit shareholders, are screened on the basis of

 

The ex-SOEs family  includes

 

WisdomTree Emerging Markets Quality Dividend Growth Fund is the benchmark of this theme

 

The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

 

As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker

Expand any chart by double-click

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

Modern Alpha® EM ex-State Owned Enterprises • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree China ex-State-Owned Enterprises Fund CXSE NASDAQ - - - 202 M 55.2% Neutral 27%   40% -25%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE NYSEARCA - - - 891 M 52.0% Neutral 21%   33% -13%
WisdomTree India ex-State-Owned Enterprises Fund IXSE NYSEARCA - - - 1.2 M 66.2% Weak Up 22%   27% -9%