AGGY

📎 Investment Objective

The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) seeks to provide a higher yield than traditional U.S. aggregate bond indexes by optimizing the yield of the underlying portfolio.

✨ Key Features

• Seeks to provide a higher yield than traditional U.S. aggregate bond indexes
• Optimizes the yield of the underlying portfolio by overweighting higher-yielding securities
• Maintains a similar duration and credit profile to the broad U.S. aggregate bond market
• Low expense ratio of 0.00%

⚠️ Primary Risks

• Interest rate risk: The fund's performance may be negatively impacted by rising interest rates
• Credit risk: The fund is exposed to the credit risk of the underlying bonds in its portfolio
• Liquidity risk: Some of the underlying bonds may have lower liquidity, which could impact the fund's ability to trade them efficiently
• Tracking error risk: The fund may not perfectly track its underlying index

👤 Best For

AGGY may be suitable for investors seeking a higher-yielding exposure to the U.S. aggregate bond market, while maintaining a similar risk profile to traditional aggregate bond funds. It may be particularly appealing to investors looking to enhance their fixed income portfolio's yield without taking on significantly more risk.