First Trust Short Dur Mgd Muncpl ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
First Trust Short Duration Managed Municipal ETF FSMB
Morningstar’s Analysis FSMB
Will FSMB 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 FSMB 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 FSMB’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 7.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5% | 1.02 | 6M | municipal |
UTAH CNTY UTAH HOSP REV 3.2% | 0.80 | 5M | municipal |
OHIO ST AIR QUALITY DEV AUTH REV 4.25% | 0.77 | 5M | municipal |
DALLAS FORT WORTH TEX INTL ARPT REV 5% | 0.70 | 4M | municipal |
PUBLIC FIN AUTH WIS POLLUTION CTL REV 3.3% | 0.69 | 4M | municipal |
COLORADO HEALTH FACS AUTH REV 5% | 0.68 | 4M | municipal |
ST JOHN BAPTIST PARISH LA REV 3.3% | 0.65 | 4M | municipal |
KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 5% | 0.64 | 4M | municipal |
MAIN STR ENERGY INC GA ENERGY PROJ REV 5% | 0.63 | 4M | municipal |
BURKE CNTY GA DEV AUTH POLLUTN CTL REV 2.75% | 0.61 | 4M | municipal |
United States