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First Trust Horizon Managed Vol S/M ETF HSMV

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis HSMV

Will HSMV outperform in future?

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

Weakness in First Trust Horizon Managed Vol S/ M ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research


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

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Portfolio Holdings HSMV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD

Texas Roadhouse Inc

0.65 115,832
Consumer Cyclical

Neurocrine Biosciences Inc

0.64 113,274

Post Holdings Inc

0.64 113,122
Consumer Defensive

Primerica Inc

0.64 113,080
Financial Services

Vontier Corp Ordinary Shares

0.64 112,815

EMCOR Group Inc

0.63 111,437

Lancaster Colony Corp

0.62 110,106
Consumer Defensive

Assured Guaranty Ltd

0.62 110,037
Financial Services

Edgewell Personal Care Co

0.62 109,576
Consumer Defensive

CACI International Inc Class A

0.62 109,566