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Morningstar

FT Senior Loan ETF CAD Hdg Comm FSL

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

Morningstar’s Analysis FSL

Will FSL 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 FSL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSL 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 FSL’s parent organization’s priorities and whether they’re in line with investors’ interests.

Increased confidence in FT Senior Loan ETF CAD Hdg Comm's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSL

More FSL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canadian Dollar

100.81 42.9 Mil
Cash and Equivalents

First Trust Senior Loan ETF

100.67 42.8 Mil
—

Cash

0.64 273,072
Cash and Equivalents

Hst Expense Class C

0.00 −1,817
Cash and Equivalents

Mgmt Expense Class C

−0.01 −5,239
Cash and Equivalents

Hst Rec/Pay Class C

−0.01 −5,505
Cash and Equivalents

Us Dollar

−0.52 −220,091
Cash and Equivalents

Canadian Dollar

−101.57 −43.2 Mil
Cash and Equivalents