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Asset Allocation ETF Launched: (NTSX)

TedTed
in Fund Discussions
FYI: Today WisdomTree rolled out an actively managed asset allocation ETF that combines exposure to the performance of equities and U.S. Treasurys. The WisdomTree 90/60 U.S. Balanced Fund (NTSX) essentially invests 90% of its portfolio in large-cap U.S. equities and 10% in short-term fixed-income securities that are then used to collateralize a U.S. Treasury futures portfolio that equates to notional exposure of 60% of the portfolio, according to the prospectus.
Regards,
Ted
http://www.etf.com/sections/daily-etf-watch/asset-allocation-etf-launched

Comments

  • VegomaticVegomatic
    Wisdomtree has renamed the NTSX ETF, and also launched international and emerging market versions of the ETF.

    The symbols for the new ETFs are NTSI and NTSE.
    Upon launching the WisdomTree U.S. Efficient Core Fund (NTSX), previously referred to as the WisdomTree 90/60 U.S. Balanced Fund, we updated some of the seminal research from Cliff Asness on the diversification benefits that come from applying leverage to a traditional 60/40 portfolio approach.

    Today, we are excited to launch international and emerging markets versions of these strategies with the WisdomTree International Efficient Core Fund (NTSI) and the WisdomTree Emerging Markets Efficient Core Fund (NTSE). While this piece focuses on U.S. markets, our research has shown similar results outside of the U.S.
    https://www.wisdomtree.com/blog/2021-05-20/an-update-to-cliff-asness-s-study-on-the-benefits-of-a-levered-60-40
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