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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 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 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Overseas Bank Ltd

2.20 718,904
Financial Services

Oversea-Chinese Banking Corp Ltd

2.03 663,593
Financial Services

Swisscom AG

2.00 653,848
Communication Services

Orange SA

1.98 649,891
Communication Services

Singapore Exchange Ltd

1.98 647,886
Financial Services

Unilever PLC

1.95 637,157
Consumer Defensive

Koninklijke KPN NV

1.93 632,633
Communication Services

DBS Group Holdings Ltd

1.91 625,765
Financial Services

Danone SA

1.87 610,836
Consumer Defensive

London Stock Exchange Group PLC

1.46 478,652
Financial Services