Key stats
About WBI BullBear Quality 3000 ETF
Expense ratio
1.65%
Home page
Inception date
Aug 25, 2014
ISIN
US00400R8097
WBILs mandate gives its managers a very long leash to invest in assets they deem attractive. While the actively-managed fund seeks to invest primarily in global companies of any capitalization, it may also invest in ETFs and other strategic investment opportunities. Aside from aiming to provide consistent returns, WBIL also seeks lower volatility and risk in any market condition. The funds manager selects attractive and financially stable companies by using quantitative computer screening of fundamental metrics. Additionally, the funds proprietary selection process follows a buy-and-sell discipline. WBIL does not cap its investments in foreign securities and up to 50% of its assets may be invested in emerging markets. The funds manager expects a portfolio turnover rate in excess of 100% annually which, from a portfolio management perspective, makes predicting and planning for WBILs exposure difficult.
Classification
What's in the fund
Exposure type
Technology Services
Finance
Health Services
Producer Manufacturing
Cash
ETF
Stock breakdown by region