The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
First Trust Dorsey Wright Momt & Val ETF DVLU
Morningstar’s Analysis DVLU
Will DVLU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Corebridge Financial Inc | 3.42 | 993,313 | Financial Services |
Reinsurance Group of America Inc | 3.24 | 940,070 | Financial Services |
Tenet Healthcare Corp | 3.19 | 924,991 | Healthcare |
Meritage Homes Corp | 3.11 | 902,611 | Consumer Cyclical |
First Citizens BancShares Inc Class A | 2.96 | 860,344 | Financial Services |
American International Group Inc | 2.95 | 857,940 | Financial Services |
Old Republic International Corp | 2.94 | 852,957 | Financial Services |
Taylor Morrison Home Corp | 2.90 | 840,889 | Consumer Cyclical |
NRG Energy Inc | 2.70 | 784,750 | Utilities |
Capital One Financial Corp | 2.70 | 784,159 | Financial Services |