The portfolio maintains a 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 30.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Corebridge Financial Inc | 3.38 | 877,048 | Financial Services |
Meritage Homes Corp | 3.24 | 840,239 | Consumer Cyclical |
Reinsurance Group of America Inc | 3.17 | 821,618 | Financial Services |
American International Group Inc | 3.06 | 794,371 | Financial Services |
Tenet Healthcare Corp | 3.03 | 787,596 | Healthcare |
Taylor Morrison Home Corp | 2.98 | 774,224 | Consumer Cyclical |
Old Republic International Corp | 2.92 | 757,420 | Financial Services |
First Citizens BancShares Inc Class A | 2.87 | 744,864 | Financial Services |
OneMain Holdings Inc | 2.84 | 736,536 | Financial Services |
Capital One Financial Corp | 2.82 | 731,048 | Financial Services |