 The
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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