WisdomTree LargeCap Dividend Fund (DLN)

$107.87
B Fund
- Sector
Fund TypeETF
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Large Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
WisdomTree LargeCap Dividend Fund 11 0.89 1.94% 3.35% 0.28%
U.S. Large Cap - Value 11 0.89 1.26% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.27% 4.59% 0.68%
Year-to-Date 1.94% 1.26% 0.68%
1 Year 19.13% 15.08% 4.06%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

11%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 11% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.28%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$365

Real cost (fees + lost compounding)

$450

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
0.63%