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Morningstar

First Trust Hrzn MgdVolatil Domestic ETF HUSV

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

Morningstar’s Analysis HUSV

Will HUSV 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 HUSV’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Weakness in First Trust Hrzn MgdVolatil Domestic 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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HUSV

More HUSV Holdings
  • Current Portfolio Date
  • Equity Holdings 75
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Business Machines Corp

2.54
2,182,578
Technology

Roper Technologies Inc

2.52
2,162,150
Technology

Republic Services Inc

2.50
2,149,883
Industrials

Procter & Gamble Co

2.49
2,133,314
Consumer Defensive

Berkshire Hathaway Inc Class B

2.45
2,103,840
Financial Services

Walmart Inc

2.45
2,102,438
Consumer Defensive

Coca-Cola Co

2.36
2,028,978
Consumer Defensive

McDonald's Corp

2.31
1,984,999
Consumer Cyclical

TJX Companies Inc

2.11
1,807,400
Consumer Cyclical

Marsh & McLennan Companies Inc

2.08
1,782,815
Financial Services