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Morningstar

FirstTrustDorseyWrightMomt&LwVolatil ETF DVOL

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

Morningstar’s Analysis DVOL

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit FirstTrustDorseyWrightMomt& LwVolatil ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DVOL

More DVOL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Republic Services Inc

3.33 1.5 Mil
Industrials

Marsh & McLennan Companies Inc

3.15 1.5 Mil
Financial Services

Visa Inc Class A

3.07 1.4 Mil
Financial Services

Linde PLC

2.88 1.3 Mil
Basic Materials

Mastercard Inc Class A

2.88 1.3 Mil
Financial Services

Fiserv Inc

2.87 1.3 Mil
Technology

TJX Companies Inc

2.85 1.3 Mil
Consumer Cyclical

Cencora Inc

2.84 1.3 Mil
Healthcare

Curtiss-Wright Corp

2.75 1.3 Mil
Industrials

Walmart Inc

2.70 1.2 Mil
Consumer Defensive