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Morningstar

First Trust Alerian US NextGen InfrasETF RBLD

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

Morningstar’s Analysis RBLD

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit First Trust Alerian US NextGen InfrasETF 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 RBLD

More RBLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Westinghouse Air Brake Technologies Corp

1.12 101,459
Industrials

Southern Co

1.07 97,487
Utilities

Consolidated Edison Inc

1.06 96,887
Utilities

CenterPoint Energy Inc

1.06 96,774
Utilities

DTE Energy Co

1.06 96,491
Utilities

Dominion Energy Inc

1.05 95,954
Utilities

American Electric Power Co Inc

1.05 95,612
Utilities

CMS Energy Corp

1.05 95,604
Utilities

NextEra Energy Inc

1.05 95,580
Utilities

Sempra

1.05 95,525
Utilities