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First Trust Short Dur Mgd Muncpl ETF FSMB

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FSMB

Will FSMB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

First Trust Short Dur Mgd Muncpl ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings FSMB

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 8.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Interest/Overdraft

2.36 9.8 Mil
Cash and Equivalents

MIAMI-DADE CNTY FLA SEAPORT REV 5%

1.05 4.4 Mil
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.04 4.3 Mil
municipal

UNIVERSITY TEX PERM UNIV FD 5%

1.00 4.2 Mil
municipal

PUBLIC FIN AUTH WIS POLLUTION CTL REV 3.3%

0.95 4.0 Mil
municipal

HENNEPIN CNTY MINN SALES TAX REV 5%

0.88 3.7 Mil
municipal

ROCKPORT IND POLLUTION CTL REV 3.05%

0.86 3.6 Mil
municipal

NORTH CAROLINA MED CARE COMMN HOSP REV 5%

0.85 3.5 Mil
municipal

OHIO ST AIR QUALITY DEV AUTH REV 4.25%

0.73 3.0 Mil
municipal

HALIFAX HOSP MED CTR FLA HOSP REV 5%

0.72 3.0 Mil
municipal