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WisdomTree U.S. Multifactor Fund USMF ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis USMF

Will USMF outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USMF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USMF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USMF’s parent organization’s priorities and whether they’re in line with investors’ interests.

A modified process brings meaningful changes.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

WisdomTree US Multifactor ETF modified the rules of the index that it tracks. The new rules introduced a machine-learning model that is meant to complement the fund's exposure to high-momentum stocks. The new approach has a limited track record to verify its consistency, which merits a Process Pillar downgrade to Average from Above Average.

by Daniel Sotiroff
Rated on Published on

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