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USMF
+0.26 · +0.50%
$51.49 · BATS
AUM:$373.3M
#– of – in Mid-Cap Blend 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
USMF returned +2.5% over the past year, broadly in line with flat market conditions.Cost Efficiency
Ongoing charge of 0.28% — competitive for the exposure provided.What is USMF?
Under normal circumstances, at least 80% of the fund's total assets will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is generally comprised of 200 U.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Modest 1-Year Return
USMF returned 2.5% over the past year.
Competitive Expense Ratio
Expense ratio of 0.28% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 12.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$373.3M
Expense Ratio0.28%
Dividend Yield1.37%
Holdings50
Inception DateJun 2017
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta0.79
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified