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First Trust Dorsey Wright Momt & Val ETF DVLU

Morningstar Medalist Rating
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.

  • 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PulteGroup Inc

3.35 1.1 Mil
Consumer Cyclical

First Citizens BancShares Inc Class A

3.17 1.0 Mil
Financial Services

Popular Inc

3.17 1.0 Mil
Financial Services

Capital One Financial Corp

3.16 1.0 Mil
Financial Services

OneMain Holdings Inc

3.15 1.0 Mil
Financial Services

Reinsurance Group of America Inc

3.14 1.0 Mil
Financial Services

Corebridge Financial Inc

3.13 1.0 Mil
Financial Services

Jones Lang LaSalle Inc

3.08 999,273
Real Estate

Synchrony Financial

3.03 980,647
Financial Services

Tenet Healthcare Corp

2.94 951,747
Healthcare