Dow Down 0.78% Nasdaq Down 1.13%

WBI Tactical DG Institutional (WBDGX)

10.32 Down 0.03(0.29%) May 3
Prev Close:10.35
YTD Return*:-1.61%
Net Assets*:29.10M
Yield*:0.45%

* As of 31-Mar-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WBDGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares iBoxx $ Invst Grade Crp Bond6.15N/A
MSCI4.84N/A
UNH4.46N/A
SPDR® Barclays International Trs Bd ETF4.31N/A
HAS4.08N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:29.1M
Category:Aggressive Allocation
Annual Report Expense Ratio (net):1.51%

Performance & Risk

YTD Return:-1.61%
5y Avg Return:2.38%
Rank in Category (ytd):97
% Rank in Category (ytd):20.29%
Beta (3y):1.18
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation and current income. The fund will seek to invest in dividend-paying equity securities of foreign and domestic companies. It may invest in non-dividend paying equities, domestic and foreign fixed income securities, exchange-traded funds ("ETFs"), exchange-traded notes ("ETNs"), and/or in option strategies to enhance the fund's returns or to mitigate risk and volatility. The fund may also use options on indices. It may also invest in cash or cash equivalents as part of the normal operation of its investment process, including for extended periods. View More
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