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First Trust Intermediate DurInvGrdCrpETF FIIG

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

Morningstar’s Analysis FIIG

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

  • People Pillar

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

Weakness in First Trust Intermediate DurInvGrdCrpETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FIIG

More FIIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Brown & Brown Inc 4.2%

1.91 3.2 Mil
Corporate

United Rentals (North America), Inc. 6%

1.45 2.4 Mil
Corporate

Adobe Inc 4.95%

1.39 2.3 Mil
Corporate

FMC Corp. 0%

1.39 2.3 Mil
Cash and Equivalents

Global Payments Inc

1.39 2.3 Mil
Cash and Equivalents

Servicenow Inc 1.4%

1.27 2.1 Mil
Corporate

Workday Inc 3.8%

1.24 2.1 Mil
Corporate

Bank of America Corp. 3.974%

1.22 2.0 Mil
Corporate

Gallagher Aj &Co 5.5%

1.20 2.0 Mil
Corporate

Alcon Finance Corp 5.375%

1.18 2.0 Mil
Corporate