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First Trust Dorsey Wright Momt & Val ETF DVLU

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis DVLU

Will DVLU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

First Trust Dorsey Wright Momt& Val ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings DVLU

  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.31
685,104
Financial Services
3.12
645,750
Basic Materials
2.97
614,899
Consumer Cyclical
2.93
607,207
Consumer Cyclical
2.92
605,609
Consumer Cyclical
2.83
585,407
Industrials
2.79
577,191
Industrials
2.78
575,198
Consumer Defensive
2.77
573,038
Financial Services