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WisdomTree U.S. Multifactor Fund

USMF tracks an index of 200 US-listed equities. Stocks are selected and weighted by a combination of investment factors.

The WisdomTree U.S. Multifactor ETF (USMF) made its debut on 06/29/2017, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Blend category of the market.

Is WisdomTree U.S. Multifactor ETF (USMF) a Strong ETF Right Now?

By Matt Wagner, CFA, Associate Director, Research The dilemma of market concentration is front of mind for asset allocators. At no point in the last 30 years has the S&P 500 Index been so concentrated in just a handful of names.

A Multifactor Solution for a Top-Heavy Market

The WisdomTree U.S. Multifactor Fund provides exposure to companies based on fundamental factors such as value and quality, as well as technical factors like momentum and correlation. By optimizing for a portfolio that does well on all four factors at the same time, USMF ends up with a middling performance as these factors often contradict each other. Instead of USMF's equal-weighted approach, a better multifactor investing process may be OMFL's dynamic allocation approach.

USMF: Jack Of All Trades But Master Of None

Tracking the WisdomTree U.S. Multifactor Index, USMF makes no attempt to go all-in on value or momentum. Instead, it provides adequate exposure to both, prioritizing large caps, adding a quality ingredient, and also paying attention to the low correlation factor. USMF has a rich earnings yield and almost excellent quality characteristics. There is something to appreciate on the low volatility and even growth fronts.

USMF: Excellent Quality Holdings, But Performance Disappoints

With equity markets notching forgettable showings in 2022, it's understandable that some investors are ignoring plain vanilla and other equity weighting methodologies, but this tumultuous environment may also be a good time for market participants to consider select multifactor exchange traded funds in the event stocks rebound.

USMF a Star Among Multifactor ETFs

Timing individual investment factors is difficult, but some advisors and clients still try to do it. There are easier ways of deploying factor-based strategies.

Quit Factor Timing Already: Multi-Factor Model Portfolios

Value investing is again vexing investors, but there are some unique ways for advisors to position client portfolios for a value rebound. Consider the U.S.

Using Model Portfolios to Bet on Value Resurgence

There’s still plenty of talk about when value investing will rebound, but with the right approach, value isn’t on life support as some market observers would have investors believe.

Proper Positioning for a Value Rebound

For several years, market gains have been concentrated in technology and mega-cap growth.

A Core Strategy with Value Prices

In recent years, multi-factor ETFs proliferated at a rapid rate, but proper implementation of these funds still confounds some advisors and investors. The U.S. Multi-Factor Portfolio, part of WisdomTree’s series of Modern Alpha model portfolios, guides advisors with a diverse basket of factor-based strategies.

A Building Block to Multi-Factor Exposure

The current market conditions present an opportune time for investors to give factor investing a closer look.

Give Factor Investing a Closer Look in Today’s Volatility

Traditionally, multi-factor ETFs offer investors exposure to three or four investment factors.

Note The Exposure For This Compelling Multi-Factor ETF

There has recently been some scuttlebutt in the world of exchange traded funds about a saturation point being reached for smart beta funds.

News for WisdomTree U.S. Multifactor Fund ETF (USMF)