MTGP

WisdomTree Mortgage Plus Bond Fund

$44.63

+0.00%

Market closed. Last update: 11:55 AM ET

📎 Investment Objective

The WisdomTree Mortgage Plus Bond Fund (MTGP) seeks to provide exposure to a diversified portfolio of mortgage-backed securities and other fixed income instruments.

Overview

ETF tracking WisdomTree Mortgage Plus Bond Fund

Category Fixed Income

Issuer WisdomTree

Inception Date 2019-11-14

Market Cap $66.9M

Average Volume N/A

Dividend Yield 3.18%

52-Week Range $42.64 - $45.22

VWAP $44.65

Performance

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Investment Summary

📎 Investment Objective

The WisdomTree Mortgage Plus Bond Fund (MTGP) seeks to provide exposure to a diversified portfolio of mortgage-backed securities and other fixed income instruments.

🎯 Investment Strategy

The fund invests primarily in mortgage-backed securities issued or guaranteed by U.S. government agencies and government-sponsored enterprises, as well as other fixed income securities. The fund's portfolio is actively managed to maintain a targeted duration and yield profile.

✨ Key Features

Exposure to a diversified portfolio of mortgage-backed securities and other fixed income instruments
Actively managed to maintain a targeted duration and yield profile
Potential for income generation and capital preservation
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The value of the fund's investments may decline due to increases in interest rates
Prepayment risk: Mortgage-backed securities may be subject to increased prepayments when interest rates decline, which can reduce the fund's returns
Credit risk: The fund is exposed to the creditworthiness of the issuers of the securities it holds
Liquidity risk: The fund may have difficulty selling certain securities at an advantageous time or price

👤 Best For

The WisdomTree Mortgage Plus Bond Fund may be suitable for investors seeking exposure to a diversified portfolio of mortgage-backed securities and other fixed income instruments, with a focus on income generation and capital preservation. The fund may be appropriate for investors with a moderate risk tolerance and a medium-term investment horizon.