WisdomTree US Efficient Core FundNTSX
NTSX
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
7% more capital invested
Capital invested by funds: $682M [Q2] → $733M (+$51.1M) [Q3]
1% more funds holding
Funds holding: 72 [Q2] → 73 (+1) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]
0.72% less ownership
Funds ownership: 63.11% [Q2] → 62.39% (-0.72%) [Q3]
32% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 31
Research analyst outlook
We haven’t received any recent analyst ratings for NTSX.
Financial journalist opinion
Negative
Seeking Alpha
4 weeks ago
NTSX: Leveraged 60/40 Strategy At Low Cost
WisdomTree U.S. Efficient Core Fund ETF employs a 60/40 strategy, using Treasury futures for leverage and tax efficiency. NTSX has underperformed the theoretical 1.5 leverage factor due to fees, rebalancing, and roll yield. Compared to the S&P 500, the Fund shows similar volatility and lower risk-adjusted performance.
Positive
Seeking Alpha
4 months ago
NTSX: With Inflation Normalizing, This Leveraged Bond/Equity ETF Is A Buy
NTSX is a leveraged balanced ETF. It has exposure to 90% equities, 60% treasuries. Leverage is gained through futures. NTSX tends to outperform, but sees significant losses and underperformance during periods of higher inflation.
Neutral
Seeking Alpha
4 months ago
NTSX: Multi-Asset ETF Beating Its Peers
WisdomTree U.S. Efficient Core Fund ETF implements a 60/40 equity-bond allocation with a 1.5 leverage factor. NTSX holds stocks for the equity part and leverages its portfolio thanks to Treasury futures. NTSX's performance looks great compared to other multi-asset ETFs, but it slightly underperforms expectations based on the leverage factor.
Neutral
Seeking Alpha
8 months ago
NTSX: Stock-Bond Correlation Suggests Caution, But Reason For Optimism Ahead
Equities and fixed income have been moving in tandem as inflation fears cast doubt on whether there will be any Fed rate cuts in 2024. The WisdomTree U.S. Efficient Core Fund ETF offers potential benefits for index investors when Treasury securities offset moves in the stock market, but we aren't seeing that today. NTSX has produced strong risk-adjusted returns in the past and offers tax advantages for investors, but recalcitrant inflation negates the ETF's diversification benefit for now.
Neutral
Seeking Alpha
10 months ago
NTSX: A Leveraged Stock/Treasury Fund Mix
The WisdomTree U.S. Efficient Core Fund ETF (NTSX) is an active core allocation product that blends stocks with Treasuries. NTSX primarily invests in large-cap U.S. equity securities and U.S. Treasury futures contracts, implementing an active management strategy. The fund offers diversified exposure, capital efficiency through leverage, and risk management, but also carries risks and dependence on quantitative models.
Neutral
ETF Trends
1 year ago
Investing in an Inverted World
By Bradley Krom, U.S. Head of Research The potential for stubborn inflation, a higher-for-longer policy from the Federal Reserve and structural $1 trillion deficits have all contributed to an abnormal shape in the U.S. Treasury curve. In this piece we look to other periods of curve inversion and conclude that inverted yield curves are generally not an impediment to equity returns.
Positive
Seeking Alpha
1 year ago
NTSX: Treasury Fund, Strong Returns And Performance Track-Record
WisdomTree U.S. Efficient Core Fund ETF is a leveraged balanced fund that focuses on equities and treasuries. Investing in both equities and treasuries reduces portfolio risk and volatility while boosting risk-adjusted returns. NTSX has generally strong returns with below-average risk, although it may underperform during periods of significant inflation.
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