WISSX Mutual Fund

WISSX Mutual Fund

NAV$101.32
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Fund Essentials

Net Assets
$370M
Expense Ratio
0.45%
Dividend Yield (Current)
3.07%
Holdings
119
Inception Date
Dec 19, 2024
Fund Family
WisdomTree Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

Asset Allocation

Bonds: 95.81%
Cash: 0.21%
Other: 3.98%
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Dividend Summary

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Dividend Yield (Current)
3.07%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WISSX Mutual Fund Overview

WISSX Mutual Fund (Wisdom Short Duration Income Fund Institutional Class) is managed by WisdomTree Investments with $370.0M in net assets. WISSX expense ratio is 0.45%, holding 119 positions across various sectors. Inception date: 2024-12-19.

WISSX performance shows data across multiple time periods.. WISSX dividend yield stands at 3.07%, paid monthly.

WISSX top holdings include a diversified portfolio. Go to all WISSX holdings, WISSX sectors, or WISSX dividends.

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