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First Trust Horizon Managed Vol S/M ETF HSMV

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the HSMV 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 HSMV’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

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 HSMV

More HSMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LXP Industrial Trust

0.73 141,682
Real Estate

Evercore Inc Class A

0.71 136,866
Financial Services

CubeSmart

0.69 132,897
Real Estate

Plexus Corp

0.68 131,275
Technology

United Therapeutics Corp

0.67 129,839
Healthcare

Globus Medical Inc Class A

0.67 128,935
Healthcare

Chesapeake Utilities Corp

0.66 127,353
Utilities

InterDigital Inc

0.65 125,102
Technology

BJ's Wholesale Club Holdings Inc

0.62 120,713
Consumer Defensive

Neurocrine Biosciences Inc

0.62 119,802
Healthcare