Morningstar

Wisdomtree Tips Digital Fund N/A TIPSX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $9.18  /  −0.41 %
  • Fund Size $930,562.0
  • Adjusted Expense Ratio 0.050%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Inflation-Protected Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $25
  • Investment Status Open
  • TTM Yield 5.30%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis TIPSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree TIPS Digital N/A 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 TIPSX

More TIPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.875%

4.00 37,256
Government

United States Treasury Notes 2.125%

3.96 36,808
Government

United States Treasury Notes 1.875%

3.93 36,617
Government

United States Treasury Notes 1.875%

3.73 34,673
Government

United States Treasury Notes 1.75%

3.57 33,186
Government

United States Treasury Notes 1.125%

3.41 31,752
Government

United States Treasury Notes 1.25%

3.37 31,334
Government

United States Treasury Notes 1.625%

3.36 31,253
Government

United States Treasury Notes 1.125%

3.33 31,023
Government

United States Treasury Notes 0.625%

3.31 30,834
Government

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