SPXUX Mutual Fund

SPXUX Mutual Fund (WisdomTree 500 Digital Fund) is managed by WisdomTree Investments with $18.7M in net assets. SPXUX expense ratio is 0.05%, holding 506 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2023-01-18.

SPXUX performance shows a YTD return of 11.39%. The 1-year return is 11.80%. SPXUX dividend yield stands at 0.98%, paid quarterly.

SPXUX top holdings include NVIDIA Corp (8.3%), Apple Inc (7.4%), Alphabet Inc,class A (6.1%), Microsoft Corp (5.6%), Amazon.com Inc (3.8%). Go to all SPXUX holdings, SPXUX sectors, or SPXUX dividends.

SPXUX can be compared against other funds. Use SPXUX overlap to find shared positions, or SPXUX vs another fund for a side-by-side view. SPXUX alternatives are available via the screener, along with tax-loss harvesting opportunities.