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Morningstar

First Trust S-Network Fut Vhcl&Tech ETF CARZ

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

Morningstar’s Analysis CARZ

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

  • People Pillar

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

First Trust S-Network Fut Vhcl& Tech ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of 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 CARZ

More CARZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.80 1.7 Mil
Communication Services

Apple Inc

4.64 1.6 Mil
Technology

Microsoft Corp

4.59 1.6 Mil
Technology

Samsung Electronics Co Ltd

4.38 1.5 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.31 1.5 Mil
Technology

NVIDIA Corp

4.29 1.5 Mil
Technology

Advanced Micro Devices Inc

4.27 1.5 Mil
Technology

Tesla Inc

3.98 1.4 Mil
Consumer Cyclical

Qualcomm Inc

3.04 1.1 Mil
Technology

Toyota Motor Corp

2.95 1.0 Mil
Consumer Cyclical