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 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5.125%

5.19 147M
Government

United States Treasury Notes 4.375%

4.90 139M
Government

United States Treasury Bonds 5%

3.22 91M
Government

United States Treasury Notes 4.125%

2.68 76M
Government

United States Treasury Notes 4.125%

2.67 76M
Government

United States Treasury Notes 3.375%

2.52 71M
Government

United States Treasury Bonds 5%

1.82 52M
Government

US TREASURY N/B 4.75 9/30/2028

1.52 43M
Government

Dreyfus Govt Cm Inst 289

1.23 35M
Cash and Equivalents

Boeing Co. 7.008%

0.97 28M
Corporate

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