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Upturn AI SWOT - About
WisdomTree 90/60 US Balanced (NTSX)
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Upturn Advisory Summary
08/14/2025: NTSX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.66% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.41 | 52 Weeks Range 39.79 - 49.86 | Updated Date 06/30/2025 |
52 Weeks Range 39.79 - 49.86 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree 90/60 US Balanced
ETF Overview
Overview
The WisdomTree 90/60 U.S. Balanced Fund (NTSX) is a balanced ETF that aims to provide investors with a portfolio that is 90% allocated to U.S. equities and 60% allocated to U.S. Treasury futures. It seeks to offer a higher level of capital efficiency than traditional balanced funds.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its innovative, rules-based investment strategies.
Management Expertise
WisdomTree has a team of experienced professionals dedicated to managing its ETFs and developing investment strategies.
Investment Objective
Goal
The fund aims to provide a total return that corresponds to the price and yield performance of a portfolio of U.S. equities and U.S. Treasury futures.
Investment Approach and Strategy
Strategy: The fund combines exposure to U.S. equities with a leveraged exposure to U.S. Treasury futures.
Composition The ETF holds primarily U.S. equities and U.S. Treasury futures contracts.
Market Position
Market Share: NTSX's market share is moderate within the category of leveraged equity ETFs and balanced ETFs.
Total Net Assets (AUM): 1092600000
Competitors
Key Competitors
- Schwab Target Date Index Funds (SWABX, etc.)
- Vanguard Target Retirement Funds (VFFVX, etc.)
- iShares Core Allocation ETFs (AOA, AOM, etc.)
Competitive Landscape
The balanced ETF market is highly competitive, with offerings from major ETF providers like Vanguard and BlackRock. NTSX differentiates itself through its use of leverage via Treasury futures, offering potentially higher returns (and risks) than traditional balanced funds. Competitors typically rely on diversified holdings of stocks and bonds without leverage.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers to assess the ETFu2019s performance over various periods.
Benchmark Comparison: The ETF's performance should be compared to a benchmark that reflects a similar 90/60 equity/bond allocation strategy.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
NTSX exhibits a moderate average daily trading volume, ensuring relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread for NTSX is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and equity market performance significantly influence NTSX's returns.
Growth Trajectory
NTSX's growth is dependent on its ability to attract investors seeking a balanced portfolio with leveraged exposure, with its strategy and holdings remaining consistent over time.
Moat and Competitive Advantages
Competitive Edge
NTSX's competitive advantage lies in its unique 90/60 allocation using equity and Treasury futures, providing leveraged exposure within a single ETF. This approach allows investors to achieve a higher potential return than traditional balanced funds. The low expense ratio compared to actively managed funds also adds value. However, the fund's leveraged strategy adds significant risk.
Risk Analysis
Volatility
NTSX's volatility is expected to be higher than traditional balanced funds due to the leverage from Treasury futures.
Market Risk
NTSX is exposed to market risk related to both equities and bonds, with interest rate risk being particularly relevant due to the leveraged bond exposure.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a balanced portfolio with a higher potential return and is comfortable with increased risk and leverage.
Market Risk
NTSX is more suitable for long-term investors with a higher risk tolerance than passive index followers due to its leveraged nature.
Summary
WisdomTree's 90/60 U.S. Balanced Fund (NTSX) offers a unique balanced investment approach by combining U.S. equity exposure with leveraged U.S. Treasury futures. The fund targets potentially higher returns compared to traditional balanced funds, but at the cost of increased volatility and risk. Its expense ratio is competitive, and it is designed for investors seeking a balanced portfolio with a tactical approach. The fund's performance is sensitive to equity market movements and interest rate changes, making it suitable for risk-tolerant investors with a long-term investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consultation with a financial advisor. Market share figures are estimates and may not reflect exact values.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree 90/60 US Balanced
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.