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First Trust Dorsey Wright Momt & Val ETF DVLU

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis DVLU

Will DVLU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DVLU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DVLU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DVLU’s parent organization’s priorities and whether they’re in line with investors’ interests.

First Trust Dorsey Wright Momt& Val ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DVLU

More DVLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tenet Healthcare Corp

3.49 1.0 Mil
Healthcare

Corebridge Financial Inc

3.33 989,879
Financial Services

Reinsurance Group of America Inc

3.21 952,088
Financial Services

Meritage Homes Corp

3.07 911,572
Consumer Cyclical

Taylor Morrison Home Corp

2.91 863,289
Consumer Cyclical

American International Group Inc

2.89 857,082
Financial Services

Old Republic International Corp

2.87 851,012
Financial Services

First Citizens BancShares Inc Class A

2.81 833,877
Financial Services

PulteGroup Inc

2.73 810,830
Consumer Cyclical

Toll Brothers Inc

2.73 810,192
Consumer Cyclical