WisdomTree U.S. Multifactor Fund
USMF
BATS
| Weiss Ratings | USMF - BATS | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Valuation | USMF - BATS | Click to Compare |
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| Price | $50.72 | |||
| Company Info | USMF - BATS | Click to Compare |
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| Provider | WisdomTree | |||
| Manager/Tenure (Years) | Marlene Walker-Smith (4), David France (4), Todd Frysinger (4), 2 others | |||
| Website | http://www.wisdomtree.com | |||
| Phone Number | 212-801-2080 | |||
| Fund Information | USMF - BATS | Click to Compare |
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| Fund Name | WisdomTree U.S. Multifactor Fund | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jun 29, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | USMF - BATS | Click to Compare |
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| Dividend Yield | 1.33% | |||
| Dividend | USMF - BATS | Click to Compare |
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| Dividend Yield (Forward) | 1.60% | |||
| Asset Allocation | USMF - BATS | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 100.00% | |||
| U.S. Stock | 100.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | USMF - BATS | Click to Compare |
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| 7-Day Total Return | -0.76% | |||
| 30-Day Total Return | 1.02% | |||
| 60-Day Total Return | -1.23% | |||
| 90-Day Total Return | 8.02% | |||
| Year to Date Total Return | 2.61% | |||
| 1-Year Total Return | 9.94% | |||
| 2-Year Total Return | 31.29% | |||
| 3-Year Total Return | 45.35% | |||
| 5-Year Total Return | 76.03% | |||
| Price | USMF - BATS | Click to Compare |
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| Closing Price | $50.76 | |||
| 1-Month Low Price | $50.16 | |||
| 1-Month High Price | $52.15 | |||
| 52-Week Low Price | $44.42 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $52.86 | |||
| 52-Week High Price (Date) | Nov 26, 2024 | |||
| NAV | USMF - BATS | Click to Compare |
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| 1-Month Low NAV | $50.16 | |||
| 1-Month High NAV | $51.47 | |||
| 52-Week Low NAV | $44.47 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $52.81 | |||
| 52-Week High Price (Date) | Nov 26, 2024 | |||
| Beta / Standard Deviation | USMF - BATS | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 14.69 | |||
| Balance Sheet | USMF - BATS | Click to Compare |
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| Total Assets | 408.48M | |||
| Operating Ratios | USMF - BATS | Click to Compare |
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| Expense Ratio | 0.28% | |||
| Turnover Ratio | 109.00% | |||
| Performance | USMF - BATS | Click to Compare |
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| Last Bull Market Total Return | 20.08% | |||
| Last Bear Market Total Return | -10.82% | |||