Skip to Content

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

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
Sector

Texas Roadhouse Inc

0.65 115,832
Consumer Cyclical

Neurocrine Biosciences Inc

0.64 113,274
Healthcare

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
Technology

EMCOR Group Inc

0.63 111,437
Industrials

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
Technology