Boosting Efficiency in the Core

For some investors, core investing is all about allocating to the lowest cost beta exposure in the market. The WisdomTree approach to core investing seeks to not only provide a low-cost building block for asset allocation, but also meaningfully boost the capital efficiency in the core to allow investors more flexibility and room to add further portfolio diversifiers. We accomplish this through an overlay of U.S. Treasury futures.

We started building the Efficient Core family with a focus the U.S. large cap market, but have expanded our lineup to include similar U.S. Treasury futures overlays for developed international and emerging markets. We believe the idea is simple: the additional diversification that bond futures can provide is helpful not only for U.S. markets, but also when investing abroad; and this extended family can help create more room for diversifiers in a portfolio.

Our Efficient Core Fund Family

The WisdomTree Efficient Core suite seeks to leverage the benefits of fixed income overlays to boost the risk efficiency of U.S., international, and EM equity markets.
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U.S. Efficient Core Fund
The WisdomTree U.S. Efficient Core Fund seeks total return by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts.
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International Efficient Core Fund
The WisdomTree International Efficient Core Fund seeks total return by investing in international equity securities and U.S. Treasury futures contracts.
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Emerging Markets Efficient Core Fund
The WisdomTree Emerging Markets Efficient Core Fund seeks total return by investing in emerging markets equity securities and U.S. Treasury futures contracts.
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