Morningstar

First Trust Horizon Managed Volatility Domestic ETF HUSV

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

Morningstar’s Analysis HUSV

Will HUSV 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Hrzn MgdVolatil Domestic ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HUSV

More HUSV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cisco Systems Inc

3.35 3M
Technology

Apple Inc

3.08 2M
Technology

Gen Digital Inc

2.95 2M
Technology

VeriSign Inc

2.85 2M
Technology

Roper Technologies Inc

2.48 2M
Technology

Teledyne Technologies Inc

2.41 2M
Technology

Microsoft Corp

2.39 2M
Technology

Realty Income Corp

2.14 2M
Real Estate

Motorola Solutions Inc

2.10 2M
Technology

Coca-Cola Co

2.05 2M
Consumer Defensive

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