First Trust Hrzn MgdVolatil Dev Intl 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 Horizon Managed Volatility Developed International ETF HDMV
Morningstar’s Analysis HDMV
Will HDMV 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 HDMV 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 HDMV’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 16.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
CLP Holdings Ltd | 2.02 | 332,678 | Utilities |
Telstra Group Ltd | 2.02 | 332,509 | Communication Services |
CapitaLand Ascendas REIT Units | 1.97 | 324,545 | Real Estate |
Hong Kong and China Gas Co Ltd | 1.83 | 302,387 | Utilities |
CapitaLand Integrated Commercial Trust | 1.79 | 294,756 | Real Estate |
SoftBank Corp | 1.35 | 222,787 | Communication Services |
Klepierre | 1.34 | 220,580 | Real Estate |
United Overseas Bank Ltd | 1.32 | 217,257 | Financial Services |
Tryg AS | 1.29 | 213,046 | Financial Services |
Oversea-Chinese Banking Corp Ltd | 1.21 | 199,817 | Financial Services |
United States