First Trust Bloomberg R&D Leaders 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.
First Trust Bloomberg R&D Leaders ETF RND
Morningstar’s Analysis RND
Will RND outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RND 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 RND’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 8.67 | 422,808 | Communication Services |
NVIDIA Corp | 8.41 | 409,988 | Technology |
Apple Inc | 8.22 | 400,864 | Technology |
Amazon.com Inc | 8.17 | 398,197 | Consumer Cyclical |
Microsoft Corp | 7.75 | 377,968 | Technology |
Broadcom Inc | 4.54 | 221,184 | Technology |
Eli Lilly and Co | 4.11 | 200,298 | Healthcare |
Tesla Inc | 3.78 | 184,118 | Consumer Cyclical |
Meta Platforms Inc Class A | 3.68 | 179,485 | Communication Services |
Amgen Inc | 2.99 | 145,843 | Healthcare |
United States