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Morningstar

First Trust TCW Emerging Mkts Dbt ETF EFIX

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

Morningstar’s Analysis EFIX

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

  • People Pillar

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

A drop in its Process Pillar rating is the primary driver of First Trust TCW Emerging Mkts Dbt ETF's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

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 EFIX

More EFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Govt Cm Inst 289

3.66 1.5 Mil
Cash and Equivalents

Saudi Arabia (Kingdom of) 5.75%

1.68 680,835
Government

Israel (State Of) 5.5%

1.60 649,064
Government

Dominican Republic 4.5%

1.53 622,731
Government

Oman (Sultanate Of) 6.25%

1.52 618,185
Government

Bahrain (Kingdom of) 6.75%

1.51 615,631
Government

Peru (Republic Of) 2.783%

1.32 538,440
Government

Egypt (Arab Republic of) 7.3%

1.23 499,453
Government

Greensaif Pipelines Bidco S.a r.l. 6.129%

1.23 498,369
Corporate

Colombia (Republic Of) 7.375%

1.20 486,212
Government