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First Trust High Income Strat Foc ETF HISF

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

Morningstar’s Analysis HISF

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust High Income Strat Foc ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HISF

More HISF 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

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—

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First Trust Tactical High Yield ETF

15.01 4.9 Mil
—

First Trust Ltd Drtn Inv Grd Corp ETF

10.14 3.3 Mil
—

First Trust Senior Loan ETF

7.65 2.5 Mil
—

First Trust Intermediate DurInvGrdCrpETF

7.48 2.4 Mil
—

First Trust Long Duration Opp ETF

7.29 2.4 Mil
—

First Trust Emerging Mkts Lcl Ccy Bd ETF

2.46 796,618
—

Dreyfus Govt Cm Inst 289

0.10 33,889
Cash and Equivalents