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Upturn AI SWOT - About
WisdomTree International Efficient Core Fund (NTSI)
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Upturn Advisory Summary
02/24/2025: NTSI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.56% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/24/2025 |
Key Highlights
Volume (30-day avg) 19263 | Beta 1.42 | 52 Weeks Range 34.03 - 39.29 | Updated Date 04/2/2025 |
52 Weeks Range 34.03 - 39.29 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree International Efficient Core Fund
ETF Overview
Overview
The WisdomTree International Efficient Core Fund (IEFA) is a passively managed ETF that provides broad exposure to developed international markets, excluding the United States and Canada, while seeking capital appreciation. It focuses on large- and mid-cap companies and employs a fundamental weighting strategy to improve efficiency and reduce volatility. IEFA blends market capitalization with a composite risk factor to construct its portfolio.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative and fundamentally weighted ETFs.
Management Expertise
WisdomTree has a dedicated team of portfolio managers and analysts with experience in ETF management and fundamental indexing.
Investment Objective
Goal
To track the investment results of an index that measures the performance of dividend-paying common stocks in developed countries outside of the U.S. and Canada while employing a composite risk screen.
Investment Approach and Strategy
Strategy: IEFA tracks a fundamentally weighted index, focusing on dividend-paying companies and applying a composite risk screen.
Composition The ETF holds a diversified portfolio of common stocks from developed countries, excluding the United States and Canada.
Market Position
Market Share: IEFA holds a significant market share within the international equity ETF category.
Total Net Assets (AUM): 84000000000
Competitors
Key Competitors
- VEA
- VXUS
- SCHF
Competitive Landscape
The international equity ETF market is highly competitive. IEFA differentiates itself with its fundamental weighting approach, which aims to enhance risk-adjusted returns compared to market-cap-weighted competitors like VEA and VXUS. SCHF is a lower cost alternative, offering similar exposure but without the fundamental weighting.
Financial Performance
Historical Performance: Historical performance data can be obtained from the WisdomTree website and other financial data providers.
Benchmark Comparison: The ETF's performance is typically compared to the MSCI EAFE Index or similar benchmarks.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF typically exhibits high trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Global economic conditions, currency fluctuations, and political developments in developed international markets significantly impact IEFA's performance.
Growth Trajectory
The growth trajectory depends on the overall performance of developed international equity markets and the success of WisdomTree's fundamental weighting strategy.
Moat and Competitive Advantages
Competitive Edge
IEFA's competitive advantage lies in its fundamentally weighted approach, designed to select higher-quality companies and reduce overall portfolio risk. This strategy aims to enhance returns compared to traditional market-cap-weighted ETFs. WisdomTree's brand reputation and extensive ETF lineup also contribute to its competitive position. Additionally, a focus on dividend-paying companies provides another layer of downside protection and income potential for investors.
Risk Analysis
Volatility
IEFA's volatility is influenced by the inherent volatility of international equity markets and currency fluctuations.
Market Risk
The ETF is exposed to market risk, which includes fluctuations in equity prices and changes in economic conditions within the developed international markets it tracks.
Investor Profile
Ideal Investor Profile
IEFA is suitable for investors seeking diversified exposure to developed international equity markets as part of a long-term investment strategy.
Market Risk
The ETF is best for long-term investors who are comfortable with international equity risk and seek potential capital appreciation.
Summary
WisdomTree International Efficient Core Fund (IEFA) provides broad exposure to developed international markets (excluding the U.S. and Canada) through a fundamentally weighted approach. This strategy aims to improve risk-adjusted returns compared to market-cap-weighted ETFs. It is suitable for long-term investors seeking international diversification. Its low expense ratio and high liquidity make it an attractive option. However, investors should be aware of the inherent risks associated with international equity investing.
Similar Companies
- VEA
- VXUS
- SCHF
- IWD
- EFA
Sources and Disclaimers
Data Sources:
- WisdomTree Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is based on available data and may not be exact. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
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