Morningstar

First Trust Smith Opportunistic Fixed Income ETF FIXD

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

Morningstar’s Analysis FIXD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Smith Opportnstc Fxd Inc 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 FIXD

More FIXD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.375%

5.34 153M
Government

United States Treasury Bonds 5.125%

4.94 142M
Government

Dreyfus Govt Cm Inst 289

4.23 121M
Cash and Equivalents

United States Treasury Bonds 5%

2.79 80M
Government

United States Treasury Bonds 5.125%

2.76 79M
Government

United States Treasury Notes 4.625%

2.60 75M
Government

United States Treasury Notes 4.125%

2.39 69M
Government

United States Treasury Bonds 5%

1.74 50M
Government

United States Treasury Notes 4.125%

1.03 30M
Government

Boeing Co. 7.008%

0.93 27M
Corporate

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