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NTSX
+2.70 · +5.13%
$55.22 · NYSE ARCA

WisdomTree 90/60 US Balanced (NTSX) ETF Analysis | Multi-Asset Leveraged

WisdomTree · USA
AUM:$1.3B
#– of – in Multi-Asset Leveraged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is NTSX?

The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
NTSX delivered 18.0% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 39.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.3B
Expense Ratio0.20%
Dividend Yield1.13%
Holdings50
Inception DateAug 2018
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta1.13
CategoryMulti-Asset Leveraged
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.1%
1Y
+15.8%
3Y
+67.9%
5Y
+48.6%
OpenBook InsightIf you had invested £10,000 in NTSX 5 years ago, it would have grown to £14,856 — a gain of £4,856.

Annual Returns

Calendar year performance

NTSX delivered positive returns in 4 of the last 5 calendar years.
YearNTSX
2026 YTD+10.1%
2025+18.6%
2024+21.1%
2023+22.7%
2022-25.8%
CAGR 4yr+6.9%
4/5 positive yearsAvg return: +9.3%Worst year: -25.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.6%
Low
Momentum
+3.0%
30-day change
Support Level
59.41
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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