Skip to Content

First Trust TCW Emerging Mkts Dbt ETF EFIX

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.

First Trust TCW Emerging Mkts Dbt ETF's recent fee hike and lowered Process Pillar rating result in a dropto this strategy's Morningstar Medalist Rating to Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EFIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Saudi Arabia (Kingdom of) 5.75%

1.93 676,308
Government

Dominican Republic 4.5%

1.74 609,694
Government

Oman (Sultanate Of) 6.25%

1.74 608,580
Government

Bahrain (Kingdom of) 6.75%

1.71 599,537
Government

Hazine Mustesarligi Varlik Kiralama Anonim Sirketi 8.5091%

1.64 574,522
Government

Peru (Republic of) 2.783%

1.51 529,893
Government

Poland (Republic of) 4.875%

1.46 509,762
Government

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

1.42 496,230
Corporate

Petroleos Mexicanos 6.7%

1.32 460,632
Corporate

Qatar Energy 3.3%

1.29 450,928
Corporate