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First Trust Hrzn MgdVolatil Dev Intl ETF HDMV

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis HDMV

Will HDMV outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HDMV’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Weakness in First Trust Hrzn MgdVolatil Dev Intl ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HDMV

More HDMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Overseas Bank Ltd

2.08 670,178
Financial Services

Oversea-Chinese Banking Corp Ltd

2.05 661,753
Financial Services

Koninklijke KPN NV

2.04 656,939
Communication Services

Singapore Exchange Ltd

2.00 644,779
Financial Services

Danone SA

1.80 581,631
Consumer Defensive

Swisscom AG

1.74 560,620
Communication Services

Deutsche Telekom AG

1.56 501,377
Communication Services

Zurich Insurance Group AG

1.55 498,870
Financial Services

Swiss Prime Site AG

1.55 498,497
Real Estate

Unilever PLC

1.52 488,976
Consumer Defensive