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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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Active Factor Mid Cap ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AFMC

More AFMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Williams-Sonoma Inc

1.47 428,505
Consumer Cyclical

Tenet Healthcare Corp

1.33 386,479
Healthcare

Sprouts Farmers Market Inc

1.28 372,947
Consumer Defensive

Toll Brothers Inc

1.15 332,819
Consumer Cyclical

United Therapeutics Corp

1.14 332,670
Healthcare

KB Home

1.11 323,233
Consumer Cyclical

Carlisle Companies Inc

1.05 304,306
Industrials

MGIC Investment Corp

1.02 295,163
Financial Services

Acuity Brands Inc

1.01 293,349
Industrials

Owens-Corning Inc

1.00 289,954
Industrials