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Morningstar

First Trust Ltd Drtn Inv Grd Corp ETF FSIG

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

Morningstar’s Analysis FSIG

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

People Pillar

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

Weakness in First Trust Ltd Drtn Inv Grd Corp ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSIG

More FSIG Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 205
  • Other Holdings 3
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GLOBAL PAYMENTS INC 0%

1.90
13,000,000
Cash and Equivalents

Jabil Inc

1.90
13,000,000
Cash and Equivalents

Brown & Brown Inc 4.2%

1.59
10,827,714
Corporate

MSCI Inc.

1.58
10,767,605
Corporate

Charter Communications Oper Chtr Tl 04/30/25

1.54
10,516,113
Corporate

JPMorgan Chase & Co. 4.851%

1.53
10,443,169
Corporate

Workday Inc 3.5%

1.52
10,406,117
Corporate

Zoetis Inc. 4.5%

1.52
10,403,325
Corporate

Comcast Corporation 5.25%

1.48
10,119,764
Corporate

Iqvia Inc 5.7%

1.47
10,029,400
Corporate