The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
First Trust Dorsey Wright Momt & Val ETF DVLU
Morningstar’s Analysis DVLU
Will DVLU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Corebridge Financial Inc | 3.12 | 797,927 | Financial Services |
PBF Energy Inc Class A | 3.06 | 781,422 | Energy |
Reinsurance Group of America Inc | 3.01 | 768,332 | Financial Services |
Capital One Financial Corp | 2.97 | 758,431 | Financial Services |
Taylor Morrison Home Corp | 2.93 | 749,038 | Consumer Cyclical |
American International Group Inc | 2.90 | 741,432 | Financial Services |
Old Republic International Corp | 2.89 | 738,655 | Financial Services |
Meritage Homes Corp | 2.88 | 736,058 | Consumer Cyclical |
OneMain Holdings Inc | 2.82 | 721,510 | Financial Services |
Valero Energy Corp | 2.80 | 715,061 | Energy |