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WisdomTree Launches the WisdomTree 90/60 U.S. Balanced Fund (NTSX)


NEW YORK, Aug. 02, 2018 (GLOBE NEWSWIRE) -- WisdomTree (NASDAQ:WETF), an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager, today announced the launch of the WisdomTree 90/60 U.S. Balanced Fund (NTSX) on the NYSE Arca. The Fund has an expense ratio of 0.20%.

NTSX, WisdomTree's second asset allocation ETF, seeks to achieve total return by investing in large-cap U.S. equities and U.S. Treasury futures contracts. More specifically:

  • This exposure is created by investing approximately 90% of Fund assets in a representative basket of U.S. equity securities of large-capitalization companies generally weighted by market capitalization and 10% in short-term fixed income securities that collateralize a targeted 60% notional exposure to U.S. Treasury futures.
  • Should the Fund deviate from the targeted 90% equity and 60% U.S. Treasury future allocations by 5% or greater, it is anticipated that the Fund will be rebalanced to more closely align with target allocations.

"NTSX offers a new and disruptive approach to asset allocation, which has traditionally been through 60/40 equity/bond portfolios that tend to be highly correlated to the equity market," said Jeremy Schwartz, WisdomTree Director of Research. "In contrast to these more traditional portfolios, NTSX seeks to provide a more efficient way for investors to deploy their capital, resulting in the potential for enhanced total returns, reduced volatility and increased tax efficiency."

Learn more about the WisdomTree 90/60 U.S. Balanced Fund (NTSX) here.

This Fund is new and has limited operating history. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. While the Fund is actively managed, the Fund's investment process is expected to be heavily dependent on quantitative models and the models may not perform as intended. Equity securities, such as common stocks, are subject to market, economic and business risks that may cause their prices to fluctuate. The Fund invests in derivatives to gain exposure to U.S. Treasuries. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund's use of derivatives will give rise to leverage and derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. Interest rate risk is the risk that fixed income securities, and financial instruments related to fixed income securities, will decline in value because of an increase in interest rates and changes to other factors, such as perception of an issuer's creditworthiness. Please read the Fund's prospectus for specific details regarding the Fund's risk profile.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, call 866.909.9473 or visit Read the prospectus carefully before you invest.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC.


About WisdomTree

WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, "WisdomTree"), is an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $60.2 billion in assets under management globally. For more information, please visit or follow us on Twitter @WisdomTreeETFs.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

Contact Information:
Media Relations
WisdomTree Investments, Inc.
Jessica Zaloom / Kylie Scott
+1.917.267.3735 / +1.917.267.3860 /

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