MTGP Profile
WisdomTree Mortgage Plus Bond Fund is an actively managed exchange-traded fund (ETF) designed to provide exposure to a broad spectrum of mortgage-related and securitized debt investments. Under normal market conditions, the fund invests at least 80% of its net assets, including any borrowings, in mortgage-related securities and other forms of securitized debt. These investments primarily consist of residential and commercial mortgage-backed securities (MBS), both agency and non-agency, as well as other mortgage-related financial products.
The fund's investment strategy is built on a combination of macroeconomic analysis and fundamental research. This approach allows the fund to dynamically adjust its holdings based on economic conditions and market trends. In addition to its primary focus on mortgage-related debt, the fund may allocate up to 20% of its net assets, including any borrowings, to other types of securitized credit securities. These may include asset-backed securities (ABS), collateralized loan obligations (CLOs), and credit risk transfer securities, which provide additional diversification and potential return opportunities.
WisdomTree Mortgage Plus Bond Fund aims to capture value through its comprehensive investment approach by leveraging both fundamental insights and macroeconomic trends. The fund's management team continuously evaluates market conditions to identify attractive investment opportunities within the broader securitized credit market. This active management strategy is designed to adapt to changing market dynamics and optimize the fund's performance across various credit environments.
As a non-diversified fund, WisdomTree Mortgage Plus Bond Fund maintains a concentrated investment profile, which can lead to higher volatility but also offers the potential for significant returns based on its targeted investment areas. The fund's focus on a wide range of mortgage-related and securitized debt instruments provides investors with a robust vehicle for accessing the mortgage market while managing credit risk through diversified securitized products.
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