Morningstar

First Trust Dorsey Wright Dynamic Focus 5 ETF FVC

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

Morningstar’s Analysis FVC

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Dorsey Wright Dynamic Foc 5 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FVC

More FVC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust Nasdaq Oil & Gas ETF

21.20 24M
—

First Trust Technology AlphaDEX® ETF

20.52 23M
—

First Trust Nasdaq Transportation ETF

19.65 22M
—

First Trust Nasdaq Pharmaceuticals ETF

19.41 22M
—

First Trust NYSE Arca Biotech ETF

19.10 21M
—

Dreyfus Govt Cm Inst 289

0.12 131,126
Cash and Equivalents

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