Bringing you live news and features since 2006 

WisdomTree launches WisdomTree 90/60 US Balanced Fund

RELATED TOPICS​

Exchange-traded fund and exchange-traded product (ETP) sponsor and asset manager, WisdomTree, has launched the WisdomTree 90/60 US Balanced Fund (NTSX) on the NYSE Arca. The Fund has an expense ratio of 0.20 per cent.

NTSX, WisdomTree’s second asset allocation ETF, seeks to achieve total return by investing in large-cap US equities and US Treasury futures contracts.
 
This exposure is created by investing approximately 90 per cent of Fund assets in a representative basket of US equity securities of large-capitalisation companies generally weighted by market capitalisation and 10 per cent in short-term fixed income securities that collateralise a targeted 60 per cent notional exposure to US Treasury futures.
 
Should the Fund deviate from the targeted 90 per cent equity and 60 per cent US Treasury future allocations by 5 per cent or greater, it is anticipated that the Fund will be rebalanced to more closely align with target allocations.
 
“NTSX offers a new and disruptive approach to asset allocation, which has traditionally been through 60/40 equity/bond portfolios that tend to be highly correlated to the equity market,” says Jeremy Schwartz, WisdomTree Director of Research. “In contrast to these more traditional portfolios, NTSX seeks to provide a more efficient way for investors to deploy their capital, resulting in the potential for enhanced total returns, reduced volatility and increased tax efficiency.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by