Morningstar

First Trust Horizon Managed Volatility Small/Mid ETF HSMV

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

Morningstar’s Analysis HSMV

Will HSMV 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Horizon Managed Vol S/M ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Phillips Edison & Co Inc Ordinary Shares - New

2.18 756,297
Real Estate

OGE Energy Corp

2.07 715,646
Utilities

Ingredion Inc

1.61 557,496
Consumer Defensive

Ellington Financial Inc

1.58 546,245
Real Estate

Idacorp Inc

1.58 546,058
Utilities

NNN REIT Inc

1.56 539,336
Real Estate

Starwood Property Trust Inc

1.44 500,565
Real Estate

Agree Realty Corp

1.42 492,083
Real Estate

Four Corners Property Trust Inc

1.38 478,257
Real Estate

DT Midstream Inc Ordinary Shares

1.26 437,277
Energy

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