Key stats
About WBI BullBear Value 3000 ETF
Expense ratio
1.64%
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Inception date
Aug 27, 2014
WBIF is actively managed to target dividend-paying companies with attractive value characteristics. Eligible securities may come from both domestic and foreign issuers, with the fund allocating up to 50% of its assets to emerging markets. While WBIF focuses on all-cap value stocks, it may also hold ETFs, cash, bonds and other equities. The fund utilizes a quantitative, multi-factor selection process combined with a proprietary stop-loss strategy to seek long-term capital appreciation, the potential for current income and principal protection during unfavorable market conditions. Note: WBIF originally launched as a large-cap value fund. On October 25, 2019, the issuer consolidated their actively-managed funds to provide a total market strategy in one ticker.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Consumer Non-Durables
Stock breakdown by region