FT Vest SMID Ris Div Ach Trg IncETF 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.
FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD
Morningstar’s Analysis SDVD
Will SDVD 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 SDVD 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 SDVD’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 13.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Comfort Systems USA Inc | 1.93 | 16M | Industrials |
Powell Industries Inc | 1.60 | 13M | Industrials |
EnerSys | 1.59 | 13M | Industrials |
Clear Secure Inc Ordinary Shares Class A | 1.28 | 11M | Technology |
Weatherford International PLC Ordinary Shares - New | 1.20 | 10M | Energy |
Pricesmart Inc | 1.17 | 10M | Consumer Defensive |
EMCOR Group Inc | 1.12 | 9M | Industrials |
Interactive Brokers Group Inc Class A | 1.11 | 9M | Financial Services |
Mueller Industries Inc | 1.10 | 9M | Industrials |
Northern Trust Corp | 1.10 | 9M | Financial Services |
United States