Morningstar

WisdomTree Voya Yield Enchanced USD Universal Bond Fund UNIY

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

Morningstar’s Analysis UNIY

Will UNIY 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 UNIY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UNIY 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 UNIY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Voya Yld Enh USD Unvsl Bd Fd holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UNIY

More UNIY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.5%

3.28 41M
Government

United States Treasury Notes 3.5%

2.32 29M
Government

United States Treasury Notes 0.625%

2.07 26M
Government

United States Treasury Notes 4.625%

2.01 25M
Government

United States Treasury Bonds 3%

1.94 24M
Government

United States Treasury Notes 4.375%

1.68 21M
Government

United States Treasury Notes 3.75%

1.41 18M
Government

United States Treasury Bonds 5.125%

1.31 16M
Government

United States Treasury Notes 3.5%

1.05 13M
Government

Tennessee Valley Authority 3.5%

0.62 8M
Government

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