First Trust Active Factor Small 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.
First Trust Active Factor Small Cap ETF AFSM
Morningstar’s Analysis AFSM
Will AFSM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the AFSM 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 AFSM’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 1.61 | 2M | Industrials |
TTM Technologies Inc | 1.28 | 1M | Technology |
Viavi Solutions Inc | 1.24 | 1M | Technology |
Credo Technology Group Holding Ltd | 1.06 | 1M | Technology |
National Healthcare Corp | 0.91 | 937,229 | Healthcare |
Blue Bird Corp | 0.90 | 930,376 | Industrials |
Penguin Solutions Inc | 0.89 | 917,667 | Technology |
Ames National Corp | 0.81 | 835,703 | Financial Services |
Matson Inc | 0.79 | 816,017 | Industrials |
Par Pacific Holdings Inc | 0.79 | 811,539 | Energy |
United States