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First Trust Enhanced Short Maturity ETF FTSM ETF Analysis

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

Morningstar’s Analysis FTSM

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

  • People Pillar

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

An undistinguished ultra-short offering

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

First Trust Enhanced Short Maturity ETF FTSM is led by an experienced group of portfolio managers supported by a growing team, but a turnover in the past several years coupled with an industry-standard straightforward approach limit the strategy’s appeal. It earns a Morningstar Medalist Rating of Neutral.

by Saraja Samant
Rated on Published on

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