WisdomTree Launches the WisdomTree 90/60 U.S. Balanced Fund (NTSX)
August 02 2018 - 9:00AM
WisdomTree (NASDAQ: WETF), an exchange-traded fund (“ETF”) and
exchange-traded product (“ETP”) sponsor and asset manager, today
announced the launch of the
WisdomTree 90/60 U.S. Balanced
Fund (NTSX) on the NYSE
Arca. The Fund has an expense ratio of 0.20%.
NTSX, WisdomTree’s second asset allocation ETF, seeks to achieve
total return by investing in large-cap U.S. equities and U.S.
Treasury futures contracts. More specifically:
- This exposure is created by investing approximately 90% of Fund
assets in a representative basket of U.S. equity securities of
large-capitalization companies generally weighted by market
capitalization and 10% in short-term fixed income securities that
collateralize a targeted 60% notional exposure to U.S. Treasury
futures.
- Should the Fund deviate from the targeted 90% equity and 60%
U.S. Treasury future allocations by 5% 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,” said
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.”
Learn more about the WisdomTree 90/60 U.S. Balanced Fund (NTSX)
here.
This Fund is new and has limited operating history. Past
performance is not indicative of future results.
There are risks associated with investing, including possible
loss of principal. While the Fund is actively managed, the Fund’s
investment process is expected to be heavily dependent on
quantitative models and the models may not perform as intended.
Equity securities, such as common stocks, are subject to market,
economic and business risks that may cause their prices to
fluctuate. The Fund invests in derivatives to gain exposure to U.S.
Treasuries. The return on a derivative instrument may not correlate
with the return of its underlying reference asset. The Fund’s use
of derivatives will give rise to leverage and derivatives can be
volatile and may be less liquid than other securities. As a result,
the value of an investment in the Fund may change quickly and
without warning and you may lose money. Interest rate risk is the
risk that fixed income securities, and financial instruments
related to fixed income securities, will decline in value because
of an increase in interest rates and changes to other factors, such
as perception of an issuer’s creditworthiness. Please read the
Fund’s prospectus for specific details regarding the Fund’s risk
profile.
Investors should carefully consider the investment
objectives, risks, charges and expenses of the Funds before
investing. To obtain a prospectus containing this and other
important information, call 866.909.9473 or visit wisdomtree.com.
Read the prospectus carefully before you invest.
WisdomTree Funds are distributed by Foreside Fund Services, LLC,
in the U.S. only.
Jeremy Schwartz is a registered representative of Foreside Fund
Services, LLC.
WTPR-20180731-0025
About WisdomTree
WisdomTree Investments, Inc., through its subsidiaries in the
U.S., Europe, Japan and Canada (collectively, “WisdomTree”), is an
exchange-traded fund (“ETF”) and exchange-traded product (“ETP”)
sponsor and asset manager headquartered in New York. WisdomTree
offers products covering equities, fixed income, currencies,
commodities and alternative strategies. WisdomTree currently has
approximately $60.2 billion in assets under management globally.
For more information, please visit www.wisdomtree.com or follow us
on Twitter @WisdomTreeETFs.
WisdomTree® is the marketing name for WisdomTree Investments,
Inc. and its subsidiaries worldwide.
Contact Information:Media RelationsWisdomTree
Investments, Inc.Jessica Zaloom / Kylie Scott+1.917.267.3735 /
+1.917.267.3860jzaloom@wisdomtree.com / kscott@wisdomtree.com
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