The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
First Trust Ltd Drtn Inv Grd Corp ETF FSIG
Morningstar’s Analysis FSIG
Will FSIG outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MSCI Inc. 4% | 1.37 | 14.5 Mil | Corporate |
Open Text Corp 6.9% | 1.26 | 13.4 Mil | Corporate |
United Rentals (North America), Inc. 6% | 1.15 | 12.2 Mil | Corporate |
1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 5.75% | 1.10 | 11.7 Mil | Corporate |
Berry Global Inc 5.5% | 1.08 | 11.4 Mil | Corporate |
Iqvia Inc 5.7% | 1.03 | 11.0 Mil | Corporate |
Brown & Brown Inc 4.2% | 1.03 | 11.0 Mil | Corporate |
Morgan Stanley 5.449% | 0.98 | 10.4 Mil | Corporate |
Workday Inc 3.5% | 0.97 | 10.3 Mil | Corporate |
JPMorgan Chase & Co. 4.851% | 0.97 | 10.3 Mil | Corporate |