Morningstar

First Trust Dorsey Wright Momentum & Value ETF DVLU

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

Morningstar’s Analysis DVLU

Will DVLU outperform in the 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 DVLU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Dorsey Wright Momt & Val ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DVLU

More DVLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HF Sinclair Corp

4.09 2M
Energy

General Motors Co

3.84 2M
Consumer Cyclical

TD Synnex Corp

3.64 2M
Technology

Invesco Ltd

3.57 2M
Financial Services

Principal Financial Group Inc

3.09 1M
Financial Services

BorgWarner Inc

2.99 1M
Consumer Cyclical

Oshkosh Corp

2.91 1M
Industrials

WESCO International Inc

2.86 1M
Industrials

Franklin Templeton Inc

2.85 1M
Financial Services

Apollo Global Management Inc

2.84 1M
Financial Services

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