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First Trust Ltd Drtn Inv Grd Corp ETF FSIG

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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Ltd Drtn Inv Grd Corp ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings FSIG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Open Text Corp 6.9%

1.41 15.6 Mil
Corporate

MSCI Inc. 4%

1.37 15.2 Mil
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 5.75%

1.33 14.7 Mil
Corporate

United Rentals (North America), Inc. 6%

1.13 12.5 Mil
Corporate

Berry Global Inc 5.5%

1.05 11.6 Mil
Corporate

Iqvia Inc 5.7%

1.02 11.2 Mil
Corporate

Brown & Brown Inc 4.2%

1.00 11.0 Mil
Cash and Equivalents

Morgan Stanley 5.449%

0.97 10.7 Mil
Corporate

Workday Inc 3.5%

0.96 10.5 Mil
Corporate

JPMorgan Chase & Co. 4.851%

0.95 10.5 Mil
Corporate