Key stats
About WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Expense ratio
0.12%
Home page
Inception date
Jul 9, 2015
ISIN
US97717X5115
AGGY brings a sector rotation approach to the US aggregate investment-grade space in a bid to maximize yield. The underlying index breaks down the popular Barclays US Agg Index into 20 subcomponents based on sector, credit quality, and maturity. Then the index optimizes the allocation to its subcomponents for yield, with constraints to ensure the enhanced index retains the overall risk profile of the parent index. Within individual subcomponents, the index still applies the classic market-value weighting scheme.
Classification
What's in the fund
Exposure type
Corporate
Government
Securitized
Stocks0.02%
Finance0.02%
Bonds, Cash & Other99.98%
Corporate46.52%
Government33.95%
Securitized18.96%
Cash0.39%
Municipal0.09%
Structured0.06%
Miscellaneous0.01%