WisdomTree Earnings 500

(AMEX: EPS)
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58.08 Up +0.54 +0.93%
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QUICK STATS
Latest price 58.08 Change +0.54
Net assets 72.19 Mil % Change +0.93%
YTD +17.71 %
Category Growth and Income
Fund family name WisdomTree
Index tracked S&P 500 TR
Inception date 02/23/2007
Turnover ratio +16.00 %
Detailed quote Last price update 05/17/2013 03:33 PM ET

OVERVIEW
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the WisdomTree Earnings 500 Index. It attempts to invest all, or substantially all, of its assets in the stocks that make up the index. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.
MORNINGSTAR STYLE BOX
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Style Box for ETF
Intermediate-Term High Quality Intermediate-Term High Quality
Intermediate-Term High Quality
ANNUAL RETURNS
2010 2011 2012
MKT 13.26 3.64 14.6
NAV 13.24 3.45 15.28
View additional performance information
MODERN PORTFOLIO THEORY STATISTICS
MEASUREMENT STANDARD INDEX
S&P 500 TR
R-Squared (1-year) 99
Beta (1-year) 0.94
Alpha (1-year) 0.71
DATA PROVIDERS

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Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.

Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

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ASSET ALLOCATION
Prospectus Objectives Growth and Income
FEES AND EXPENSES
Expense Ratio 0.28%
Gross Expense Ratio 0.28%
Net Expense Ratio 0.28%
Management Fee 0.28%
VOLATILITY MEASURES
1-year standard deviation 14.24
Mean 1.1
3-year Sharpe ratio 0.92
3-year Treynor ratio 13.57