Morningstar

First Trust Horizon Managed Volatility Developed International ETF HDMV

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

Morningstar’s Analysis HDMV

Will HDMV outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Hrzn MgdVolatil Dev Intl ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CLP Holdings Ltd

2.05 304,880
Utilities

Tryg AS

2.00 297,464
Financial Services

CapitaLand Integrated Commercial Trust

1.88 280,317
Real Estate

Groupe Bruxelles Lambert SA

1.82 271,587
Financial Services

CapitaLand Ascendas REIT Units

1.79 266,349
Real Estate

Hong Kong and China Gas Co Ltd

1.73 257,668
Utilities

Iberdrola SA

1.72 256,523
Utilities

Telstra Group Ltd

1.70 253,850
Communication Services

Power Assets Holdings Ltd

1.68 249,758
Utilities

NTT Inc

1.66 247,902
Communication Services

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