Morningstar

First Trust Active Factor Mid Cap ETF AFMC

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

Morningstar’s Analysis AFMC

Will AFMC outperform in the 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 AFMC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Active Factor Mid Cap ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings AFMC

More AFMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reliance Inc

1.75 4M
Basic Materials

HF Sinclair Corp

1.64 4M
Energy

Matson Inc

1.44 3M
Industrials

Exelixis Inc

1.17 3M
Healthcare

Mueller Industries Inc

1.13 3M
Industrials

Chord Energy Corp Ordinary Shares - New

1.09 3M
Energy

RenaissanceRe Holdings Ltd

1.09 3M
Financial Services

BorgWarner Inc

1.08 3M
Consumer Cyclical

Casey's General Stores Inc

1.07 3M
Consumer Cyclical

Halozyme Therapeutics Inc

1.05 2M
Healthcare

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