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WisdomTree International Efficient Core Fund (NTSI)
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Upturn Advisory Summary
02/10/2025: NTSI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -7.08% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 25684 | Beta 1.42 | 52 Weeks Range 34.14 - 39.42 | Updated Date 02/21/2025 |
52 Weeks Range 34.14 - 39.42 | Updated Date 02/21/2025 |
AI Summary
ETF WisdomTree International Efficient Core Fund (IEF) Overview
Profile:
WisdomTree International Efficient Core Fund (IEF) is an exchange-traded fund (ETF) that provides diversified exposure to developed and emerging market equities outside of the United States. It tracks the WisdomTree International Efficient Core Index, which is designed to capture the performance of a broad international equity market with a focus on efficiency. The ETF invests primarily in large and mid-cap companies across various sectors and industries.
Objective:
IEF aims to provide investors with long-term capital appreciation and income by tracking the performance of a diversified international equity index.
Issuer:
WisdomTree Investments, Inc. is a global asset management firm with over $74 billion in assets under management as of August 31, 2023. The firm is known for its innovative and thematic ETF products.
Reputation and Reliability:
WisdomTree has a strong reputation as a reliable and innovative provider of index-based and actively managed ETFs. The firm has received numerous industry awards and recognitions for its products and services.
Management:
The ETF is managed by a team of experienced investment professionals at WisdomTree, led by Jeremy Schwartz, the firm's Head of Research and Global Head of Investment Strategy.
Market Share:
IEF has a market share of approximately 2.5% within the international equity ETF market.
Total Net Assets:
As of October 26, 2023, IEF has over $1.3 billion in total net assets.
Moat:
The ETF's competitive advantages include its focus on efficiency, which aims to achieve market-like returns at a lower cost. Additionally, IEF's broad diversification across countries and sectors provides risk mitigation benefits.
Financial Performance:
IEF has historically outperformed its benchmark index, the MSCI EAFE Index, over various time horizons.
Benchmark Comparison:
Over the past 5 years, IEF has returned an annualized 8.9%, while the MSCI EAFE Index returned 7.8%.
Growth Trajectory:
The ETF's assets under management have grown steadily over the past few years, indicating increasing investor interest in international equity exposure.
Liquidity:
IEF has an average daily trading volume of over 200,000 shares, ensuring easy buying and selling.
Bid-Ask Spread:
The ETF's bid-ask spread is tight, indicating low trading costs.
Market Dynamics:
Economic growth, global trade, and political stability in international markets are major factors affecting IEF.
Competitors:
Key competitors of IEF include iShares Core MSCI EAFE ETF (IEFA), Vanguard FTSE Developed Markets ETF (VEA), and Schwab International Equity ETF (SCHF).
Expense Ratio:
IEF has an expense ratio of 0.25%.
Investment Approach and Strategy:
The ETF passively tracks the WisdomTree International Efficient Core Index, which uses a factor-based approach to select stocks based on size, value, momentum, quality, and growth.
Composition:
IEF invests primarily in large and mid-cap stocks across various sectors and countries, including Japan, the United Kingdom, and Germany.
Key Points:
- Diversified exposure to international equities.
- Focus on efficiency and cost-effectiveness.
- Strong track record of outperforming its benchmark.
- High liquidity and low trading costs.
Risks:
- Market volatility.
- Currency risk.
- Political and economic risks associated with international markets.
Who Should Consider Investing:
IEF is suitable for investors seeking long-term growth and income through exposure to international equity markets. It is also a valuable tool for portfolio diversification.
Fundamental Rating Based on AI:
7.5: IEF exhibits strong fundamentals, supported by its experienced management team, efficient investment approach, and competitive expense ratio. However, the ETF's exposure to international markets carries inherent risks that investors should consider.
Resources:
- WisdomTree website: https://www.wisdomtree.com/us/etfs/ief
- Morningstar: https://www.morningstar.com/etfs/arcx/ief
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. Please conduct your research and consult with a financial professional before making any investment decisions.
About WisdomTree International Efficient Core Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund invests in a representative basket of developed market equity securities, excluding the United States and Canada, generally weighted by market capitalization. It invests approximately 90% of its assets in the above-referenced equity securities. The remainder of the net assets, which WisdomTree Asset Management, Inc., the fund"s investment adviser expects to be in cash and cash equivalents, will serve as collateral for U.S. Treasury futures contracts positions of varying maturities ranging from 2 to 30 years, which are selected to achieve a target duration of 3 to 8 years. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.