An Update On Our Index
We manage a fixed-income total return index. It is based on our discretion.
It is called The Bianco Research Total Return Fixed-Income Index.
On Bloomberg, it is BTRINDX <index>, or at its website www.biancoadvisors.com
As of Friday, November 1st, our Index outperformed the Bloomberg US Aggregate Index by 107 basis points.
The WisdomTree Bianco Fund (symbol: WTBN) tracks our Index.
This is set up similarly to SPY. The S&P Index Committee manages the S&P 500, and the ETF SPY tracks it.
We operate our Index, and WTBN tracks it.
Through November 1st, WTBN has outperformed the largest bond index ETF in the world, the iShares Bloomberg Aggregate Index (symbol: BND), by 64 basis points.
How is WTBN doing relative to its peers?
Morningstar has WTBN in the Fixed-Income Core Plus category.
Through Friday, November 1st, it was a top quartile fund in everything from 1-day to YTD (the scale graphic near the bottom).
How our index is now positioned.
Hopefully, it is not new to you, as all our research and my comments are consistent.
Here is a graphic that shows our current positioning.
Details here