'GULF' Helps Investors Find Value Outside the U.S.

The Wisdom Tree Middle East dividend fund, trading under the ticker Gulf, invests in companies from the Persian Gulf and neighboring regions. It is a dividend-weighted fund with $17 million in assets, dominated by banks, telecoms, chemical companies, and real estate firms. Key holdings include Qatar National Bank, Alrajhi Bank, Emirates Telecom, and Saudi Basic Industries, each yielding over 3.5%. Despite a modest total return of 16% since its launch, the fund has outperformed emerging markets and US equities since 2018. Bloomberg Intelligence gives it a green light for its dividend strategy.

What is the total return of the Gulf fund since its launch?

What does the Bloomberg Intelligence Traffic light system indicate about the Gulf fund?