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NTSX - Wisdomtree U.S. Efficient Core Fund

Wisdomtree U.S. Efficient Core Fund logoThe WisdomTree U.S. Efficient Core Fund (NTSX) is an actively managed ETF designed to provide exposure to large and mid-cap U.S. stocks while managing downside risk through the use of a rules-based investment strategy. The fund seeks to outperform the S&P 500 Index while providing a lower level of volatility.

NTSX primarily invests in stocks of large and mid-cap companies in the United States. The fund's investment strategy seeks to balance risk and reward by investing in stocks with strong fundamentals and attractive valuations, while also implementing a risk management process to help protect against downside risk.

The fund uses a proprietary quantitative model that assesses risk and identifies the most attractive securities for inclusion in the portfolio. The model considers a range of factors, including valuation metrics, earnings quality, and momentum indicators, to construct a diversified portfolio of U.S. stocks.

NTSX also employs a risk management overlay that aims to limit downside risk by using index options to hedge against market declines. The fund's managers adjust the portfolio's hedging strategy based on their assessment of market conditions and risk factors.

Overall, NTSX aims to provide investors with exposure to U.S. equities while also managing risk and volatility. As an actively managed ETF, it offers the potential for outperformance compared to passive index-based strategies. However, the fund's active management may result in higher fees compared to passive funds.




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