ducovest

EMMF:NYE-WisdomTree Emerging Markets Multifactor Fund (USD)

ETF | Diversified Emerging Mkts |

Last Closing

USD 26.99

Change

-0.09 (-0.31)%

Market Cap

USD 0.04B

Volume

9.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is actively managed using a model-based approach and seeks to achieve its investment objective by investing primarily in equity securities of emerging markets. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of emerging markets. The advisor generally expects to invest in large- and mid-capitalization companies, but it may also invest in small-capitalization companies. The fund is non-diversified.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Diversified Emerging Mkts

Symbol Name Price(Change) Market Cap
VWO Vanguard FTSE Emerging Markets..

-0.11 (-0.25%)

 USD 79.30B
IEMG iShares Core MSCI Emerging Mar..

-0.18 (-0.34%)

 USD 78.52B
EEM iShares MSCI Emerging Markets ..

-0.15 (-0.35%)

 USD 17.10B
SPEM SPDR® Portfolio Emerging Mark..

-0.06 (-0.15%)

 USD 10.23B
FNDE Schwab Fundamental Emerging Ma..

-0.04 (-0.14%)

 USD 6.14B
XCEM Columbia EM Core ex-China ETF

-0.12 (-0.40%)

 USD 1.13B
GEM Goldman Sachs ActiveBeta® Eme..

-0.18 (-0.55%)

 USD 0.88B
JHEM John Hancock Multifactor Emerg..

-0.04 (-0.15%)

 USD 0.64B
EDIV SPDR® S&P Emerging Markets Di..

+0.04 (+0.11%)

 USD 0.53B
EMSG DBX ETF Trust - Xtrackers MSCI..

N/A

 USD 0.45B

ETFs Containing EMMF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Diversified Emerging Mkts) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.23% 87% B+ 60% D-
Dividend Return 1.01% 32% F 15% F
Total Return 10.24% 66% D+ 54% F
Trailing 12 Months  
Capital Gain 9.25% 82% B 60% D-
Dividend Return 1.01% 32% F 15% F
Total Return 10.27% 66% D+ 55% F
Trailing 5 Years  
Capital Gain 19.80% 95% A 61% D-
Dividend Return 11.11% 32% F 35% F
Total Return 30.90% 95% A 57% F
Average Annual (5 Year Horizon)  
Capital Gain 7.55% 87% B+ 59% D-
Dividend Return 9.88% 84% B 59% D-
Total Return 2.33% 53% F 54% F
Risk Return Profile  
Volatility (Standard Deviation) 17.11% 87% B+ 62% D
Risk Adjusted Return 57.77% 89% A- 72% C
Market Capitalization 0.04B 20% F 17% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.