First Trust Core Investment Grade 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 Core Investment Grade ETF FTCB
Morningstar’s Analysis FTCB
Will FTCB 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 FTCB 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 FTCB’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 19.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
2 Year Treasury Note Future Sept 26 | 14.18 | 428M | Government |
5 Year Treasury Note Future Sept 26 | 5.32 | 161M | Government |
Federal National Mortgage Association 5.5% | 2.54 | 77M | Securitized |
US Treasury Bond Future Sept 26 | 1.99 | 60M | Government |
Morgan Stanley Instl Lqudty Trs Instl | 1.33 | 40M | Cash and Equivalents |
10 Year Treasury Note Future Sept 26 | 0.98 | 30M | Government |
United States Treasury Notes 3.5% | 0.91 | 28M | Government |
United States Treasury Notes 3.875% | 0.73 | 22M | Government |
U.S. Treasury Security Stripped Interest Security 0% | 0.69 | 21M | Government |
Federal National Mortgage Association 4.5% | 0.64 | 19M | Securitized |
United States