Morningstar

First Trust Dow Jones Select MicroCap Index Fund FDM

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

Morningstar’s Analysis FDM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Dow Jones Sel MicroCap 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 FDM

More FDM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Stoke Therapeutics Inc

2.16 6M
Healthcare

NWPX Infrastructure Inc

1.68 4M
Basic Materials

Tetra Technologies Inc

1.63 4M
Industrials

Dauch Corp

1.62 4M
Consumer Cyclical

Deluxe Corp

1.51 4M
Industrials

USA Today Co Inc

1.40 4M
Communication Services

United Fire Group Inc

1.39 4M
Financial Services

Oil-Dri Corp of America

1.35 4M
Basic Materials

Douglas Dynamics Inc

1.32 3M
Consumer Cyclical

Horizon Bancorp (IN)

1.31 3M
Financial Services

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