Morningstar

First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL

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

Morningstar’s Analysis DVOL

Will DVOL 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FirstTrustDorseyWrightMomt&LwVolatil ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TJX Companies Inc

3.34 2M
Consumer Cyclical

Bank of New York Mellon Corp

3.17 2M
Financial Services

Ventas Inc

2.99 2M
Real Estate

Welltower Inc

2.92 2M
Real Estate

Costco Wholesale Corp

2.92 2M
Consumer Defensive

Omega Healthcare Investors Inc

2.91 2M
Real Estate

DT Midstream Inc Ordinary Shares

2.91 2M
Energy

Entergy Corp

2.89 2M
Utilities

AMETEK Inc

2.87 2M
Industrials

JPMorgan Chase & Co

2.78 2M
Financial Services

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