Asset Allocation & Target Risk ETFs

NTSX WisdomTree US Efficient Core Fund

WisdomTree · Active (efficient core) · since 2018

90% S&P 500 plus Treasury futures for 60 bonds — a 90/60 portfolio in one fund.

Expense ratio
0.20%
AUM
$1.6B
Dividend yield
1.1%
1Y return
+13.1%
3Y ann.
+12.4%
5Y ann.
+11.6%
10Y ann.
All-time ann.

Top holdings

  • S&P 500 equities90.00%
  • Treasury futures (notional)60.00%

510 total holdings · 34.0% in the top 10

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