First Trust Ltd Drtn Inv Grd Corp 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 Limited Duration Investment Grade Corporate ETF FSIG
Morningstar’s Analysis FSIG
Will FSIG 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Crowdstrike Holdings Inc 3% | 1.37 | 21M | Corporate |
MSCI Inc. 4% | 1.23 | 19M | Corporate |
Fair Isaac Corporation 6% | 1.00 | 15M | Corporate |
Energy Transfer LP 0% | 0.98 | 15M | Cash and Equivalents |
United Rentals (North America), Inc. 6% | 0.95 | 15M | Corporate |
Smurfit Kappa Treasury Unlimited Company 5.2% | 0.86 | 13M | Corporate |
Constellation Software Inc. 5.158% | 0.85 | 13M | Corporate |
Berry Global Inc 5.5% | 0.76 | 12M | Corporate |
Quanta Services, Inc. 4.5% | 0.74 | 11M | Corporate |
Iqvia Inc 5.7% | 0.73 | 11M | Corporate |
United States