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WisdomTree 90/60 US Balanced (NTSX)
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Upturn Advisory Summary
11/14/2025: 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 27.9% | Avg. Invested days 72 | 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 11/14/2025 |
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 US Balanced Fund (NTSX) is a balanced fund that invests in a combination of US equities and US Treasury futures. It aims to deliver equity-like returns with lower volatility by allocating 90% of its assets to equities and 60% to US Treasury futures for leverage.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative approach to indexing and factor-based investing.
Management Expertise
WisdomTree has a dedicated team of portfolio managers and analysts with experience in managing ETFs and implementing investment strategies.
Investment Objective
Goal
To achieve equity-like returns with potentially lower volatility than a pure equity portfolio.
Investment Approach and Strategy
Strategy: Employs a combination of US equities and US Treasury futures to achieve a 90/60 exposure. It uses a levered exposure to bonds to enhance returns.
Composition Primarily invests in US equities and US Treasury futures. The fund's equity holdings are diversified across market capitalizations and sectors.
Market Position
Market Share: NTSXu2019s market share in the leveraged equity/bond ETF sector is moderate.
Total Net Assets (AUM): 1470000000
Competitors
Key Competitors
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Vanguard Balanced Index Fund ETF (VBIA)
Competitive Landscape
The balanced ETF landscape is highly competitive, with many established players. NTSX differentiates itself with its unique 90/60 strategy, offering leveraged bond exposure. Advantages include potential for higher returns and lower volatility. Disadvantages include increased complexity and potential risks associated with leverage.
Financial Performance
Historical Performance: Historical performance can be found in the annual/quarterly reports.
Benchmark Comparison: Performance is often compared to a traditional 60/40 stock/bond portfolio or the S&P 500 Index, adjusted for volatility.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF exhibits a moderate average trading volume, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, which reflects a cost-effective level of trading in normal market conditions.
Market Dynamics
Market Environment Factors
Interest rate movements, equity market performance, and investor sentiment all impact NTSX's performance. Economic indicators like GDP growth and inflation also play a significant role.
Growth Trajectory
Growth has been driven by increased investor interest in balanced strategies and the fund's ability to deliver competitive risk-adjusted returns. Changes to strategy and holdings are disclosed in the fund's prospectus.
Moat and Competitive Advantages
Competitive Edge
NTSX's competitive edge lies in its innovative 90/60 strategy, which provides exposure to both equities and leveraged US Treasury futures. This approach aims to deliver equity-like returns with potentially lower volatility. The fund's relatively low expense ratio for a strategy that involves leverage enhances its appeal. It is also favored for investors seeking a more tax-efficient means of accessing leverage versus a traditional margin loan.
Risk Analysis
Volatility
NTSX's volatility is generally lower than a pure equity portfolio but higher than a traditional bond portfolio due to its leveraged exposure.
Market Risk
Market risk includes potential declines in both equity and bond markets. The fund is also subject to risks associated with leverage, such as increased volatility and potential for losses.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking equity-like returns with potentially lower volatility, and who understand the risks and rewards of leveraged bond exposure.
Market Risk
Suitable for long-term investors and passive index followers who are comfortable with a moderate level of risk and understand the complexities of leveraged strategies.
Summary
WisdomTree 90/60 US Balanced Fund (NTSX) is a balanced ETF that seeks to provide equity-like returns with potentially lower volatility through a 90/60 exposure to equities and US Treasury futures. It offers a unique approach to balanced investing with a leveraged bond component. Investors should carefully consider the risks associated with leverage. Its expense ratio of 0.20% makes it a cost-effective alternative for investors looking to implement a balanced and tax-efficient strategy.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should consult with a financial advisor before making any investment decisions. Market share estimates are approximate and based on available data.
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.