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Wisdomtree Global Ex Us Growth
WisdomTree Growth Fund (WTM) is a publicly traded company listed on the United States stock exchange. The fund aims to provide exposure to large- and mid-capitalization growth stocks in developed markets, excluding the United States.
Launched in 2007, the WisdomTree Growth Fund seeks to track the performance of the WisdomTree Developed ex-US Growth Index, which is composed of companies with higher long-term earnings growth expectations. This is determined by analyzing the long-term earnings growth rate, fundamentals, and valuation ratios.
As of December 31, 2021, the fund had over $7 billion in net assets, offering investors a liquid, transparent, and cost-effective way to invest in non-US developed markets. The top five country allocations are Japan (23.8%), Canada (14.6%), Switzerland (12.0%), United Kingdom (11.6%), and Australia (7.1%).
In terms of sector allocations, the top five sectors are Information Technology (32.1%), Industrials (15.0%), Consumer Discretionary (13.2%), Financials (11.0%), and Health Care (10.4%).
The WisdomTree Growth Fund (WTM) has a net expense ratio of 0.58%, which is the amount investors pay each year for the fund's management and operational expenses. Compared to other similar funds and considering its focus on large- and mid-cap growth stocks in developed markets, the WisdomTree Growth Fund's expense ratio is reasonable.
Investors interested in gaining exposure to developed market equities, excluding the US, can consider WisdomTree Growth Fund. However, it's crucial to consider investment goals, time horizon, and risk tolerance before investing in any fund.