WisdomTree Interest Rate Hedged U.S. Aggregate Bond FundWisdomTree Interest Rate Hedged U.S. Aggregate Bond FundWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

No trades
Buy AGZD

Key stats


Assets under management (AUM)
‪163.81 M‬USD
Fund flows (1Y)
‪−83.40 M‬USD
Dividend yield (indicated)
4.02%
Discount/Premium to NAV
−0.2%

About WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund


Issuer
WisdomTree, Inc.
Brand
WisdomTree
Expense ratio
0.23%
Inception date
Dec 18, 2013
Index tracked
Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration
Management style
Passive
AGZD launched as one of the two zero-duration products by WisdomTree to address concerns over rising rates, and targets the broad US investment-grade space with an interest-rate-hedged overlay. It shares the same parent long index as many existing US Agg ETFs. By shorting a variety of Treasury futures, the fund aims to achieve a net-zero portfolio duration, hence eliminatingor at least greatly minimizinginterest-rate risk. AGZD might be appealing to investors who want to capture the credit spread but are uncertain about the interest-rate paths.

Classification


Asset Class
Fixed income
Category
Broad market, broad-based
Focus
Investment grade
Niche
Broad maturities
Strategy
Duration hedged
Weighting scheme
Market value
Selection criteria
Market value
What's in the fund
Exposure type
Bonds, Cash & Other
Government
Securitized
Corporate
Bonds, Cash & Other100.00%
Government46.34%
Securitized26.92%
Corporate24.28%
Cash1.75%
Municipal0.68%
Miscellaneous0.03%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Strong sellSellNeutralBuyStrong buy
Summary
Neutral
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Summary
Neutral
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Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.