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WisdomTree 7-10 Year Laddered Treasury Fund (USIN)USIN
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Upturn Advisory Summary
09/18/2024: USIN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 5.78% | Upturn Advisory Performance  5 | Avg. Invested days: 72 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 5.78% | Avg. Invested days: 72 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 5 |
Key Highlights
Volume (30-day avg) 5497 | Beta - |
52 Weeks Range 47.33 - 52.30 | Updated Date 05/29/2024 |
52 Weeks Range 47.33 - 52.30 | Updated Date 05/29/2024 |
AI Summarization
ETF WisdomTree 7-10 Year Laddered Treasury Fund (USLF) Overview
Profile:
WisdomTree 7-10 Year Laddered Treasury Fund (USLF) is an actively managed exchange-traded fund that invests in US Treasury securities with maturities ranging from 7 to 10 years. The fund uses a laddered maturity strategy, which involves investing in a series of Treasury bonds with different maturities, to potentially enhance returns and mitigate interest rate risk.
Objective:
The primary investment goal of USLF is to provide current income and capital appreciation by investing in US Treasury securities with maturities of 7 to 10 years.
Issuer:
WisdomTree Investments, Inc. is the issuer of USLF.
- Reputation and Reliability: WisdomTree is a well-established and reputable asset management firm with over $74.3 billion in assets under management as of November 8, 2023. The firm is known for its innovative and cost-effective ETF products.
- Management: The fund is managed by a team of experienced portfolio managers with expertise in fixed income investing.
Market Share:
USLF has a market share of approximately 0.2% in the US Treasury bond ETF market.
Total Net Assets:
As of November 8, 2023, USLF has total net assets of approximately $385 million.
Moat:
USLF's competitive advantages include:
- Active management: The fund is actively managed, which allows the portfolio managers to adjust the portfolio holdings based on market conditions.
- Laddering strategy: The laddered maturity structure helps to mitigate interest rate risk and potentially enhance returns.
- Low expense ratio: The fund has an expense ratio of 0.15%, which is lower than many other Treasury bond ETFs.
Financial Performance:
USLF has a track record of providing positive returns. Over the past 3 years, the fund has generated an annualized return of 3.5%.
Benchmark Comparison:
USLF has outperformed its benchmark, the Bloomberg Barclays US Treasury 7-10 Year Bond Index, over the past 3 years.
Growth Trajectory:
The US Treasury bond market is expected to remain stable in the near future. This could provide support for USLF's growth trajectory.
Liquidity:
- Average Trading Volume: USLF has an average daily trading volume of approximately 100,000 shares.
- Bid-Ask Spread: The bid-ask spread is typically around 0.05%.
Market Dynamics:
Factors affecting the market environment for USLF include:
- Interest rates: Rising interest rates could lead to lower bond prices.
- Economic growth: Strong economic growth could lead to higher interest rates.
- Inflation: Inflationary pressures could lead to higher interest rates.
Competitors:
Key competitors of USLF include:
- iShares 7-10 Year Treasury Bond ETF (IEF) - Market share: 38.5%
- Vanguard Intermediate-Term Treasury ETF (VGIT) - Market share: 23.9%
Expense Ratio:
The expense ratio of USLF is 0.15%.
Investment Approach and Strategy:
- Strategy: USLF tracks the Bloomberg Barclays US Treasury 7-10 Year Bond Index.
- Composition: The fund invests in US Treasury securities with maturities ranging from 7 to 10 years.
Key Points:
- Actively managed Treasury bond ETF.
- Laddering strategy to mitigate interest rate risk.
- Low expense ratio.
- Track record of positive returns.
Risks:
- Interest rate risk: Rising interest rates could lead to lower bond prices.
- Market risk: The value of the fund's investments could decline due to market factors.
- Credit risk: The issuer of the bonds in the fund could default on its obligations.
Who Should Consider Investing:
USLF is suitable for investors who are looking for:
- Current income and capital appreciation.
- Exposure to US Treasury securities with maturities of 7 to 10 years.
- A low-cost and actively managed ETF.
Fundamental Rating Based on AI:
8.5/10
USLF has a strong fundamental rating based on an AI analysis. The fund has a solid track record, a low expense ratio, and a competitive investment strategy. The AI analysis also considers the fund's market environment, which is expected to remain stable in the near future.
Resources and Disclaimers:
This analysis is based on information from the following sources:
- WisdomTree website
- Bloomberg Terminal
- ETF.com
This information should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
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 7-10 Year Laddered Treasury Fund
Under normal circumstances, the fund invests at least 80% of its net assets in U.S. Treasuries that have a remaining maturity of seven to ten years and investments that have economic characteristics that are substantially similar to the economic characteristics of such Treasuries. The index is composed of fixed-rate coupon U.S. Treasury securities maturing in 7 to 10 years or with remaining maturities between 7 to 10 years.
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