Morningstar

First Trust Securitized Plus ETF DEED

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

Morningstar’s Analysis DEED

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Securitized Plus 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
Rated on Published on

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Portfolio Holdings DEED

More DEED Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

5 Year Treasury Note Future Sept 26

9.03 10M
Government

2 Year Treasury Note Future Sept 26

5.51 6M
Government

US Treasury Bond Future Sept 26

4.65 5M
Government

Morgan Stanley Instl Lqudty Trs Instl

3.44 4M
Cash and Equivalents

Ultra 10 Year US Treasury Note Future Sept 26

3.27 4M
Government

Federal National Mortgage Association 6%

3.18 4M
Securitized

Cash

2.69 3M
Cash and Equivalents

Government National Mortgage Association 2%

2.06 2M
Securitized

Ultra US Treasury Bond Future Sept 26

2.01 2M
Government

Federal National Mortgage Association 1.5%

1.51 2M
Securitized

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