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First Trust Ultra Short Dur Muncpl ETF FUMB

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FUMB

Will FUMB 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 Ultra Short Dur Muncpl 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 FUMB

  • 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

NORTHERN KY WTR DIST REV 4%

1.30 2.7 Mil
municipal

PENNSYLVANIA ST TPK COMMN TPK REV 5%

1.26 2.6 Mil
municipal

PORTLAND ORE WTR SYS REV 5%

1.23 2.6 Mil
municipal

HAWAII ST ARPTS SYS REV 5%

1.21 2.5 Mil
municipal

KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%

1.21 2.5 Mil
municipal

GRANT CNTY WASH PUB UTIL DIST NO 2 PRIEST RAPIDS HYDRO ELEC REV 5%

1.18 2.4 Mil
municipal

ILLINOIS ST 5%

1.02 2.1 Mil
municipal

METROPOLITAN ATLANTA RAPID TRAN AUTH GA SALES TAX REV 4%

1.02 2.1 Mil
municipal

MASSACHUSETTS ST COLLEGE BLDG AUTH REV 5%

0.99 2.0 Mil
municipal

CONNECTICUT ST 5%

0.98 2.0 Mil
municipal