A team with adequate resources and a process that doesn't possess an edge support a Morningstar Analyst Rating of Neutral for First Trust SSI Strategic Convertible Securities FCVT.
Will FCVT outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCVT’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FCVT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FCVT’s parent organization’s priorities and whether they’re in line with investors’ interests.