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First Trust Low Dur Strat Foc ETF LDSF

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

Morningstar’s Analysis LDSF

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

  • People Pillar

    The People Pillar is our evaluation of the LDSF 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 LDSF’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 Low Dur Strat Foc ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LDSF

More LDSF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust Low Duration Oppos ETF

39.99 41.6 Mil
—

First Trust Ltd Drtn Inv Grd Corp ETF

35.05 36.4 Mil
—

First Trust Tactical High Yield ETF

9.86 10.3 Mil
—

First Trust Enhanced Short Maturity ETF

5.05 5.3 Mil
—

First Trust Senior Loan ETF

5.04 5.2 Mil
—

iShares 3-7 Year Treasury Bond ETF

4.96 5.2 Mil
—

Morgan Stanley Instl Lqudty Trs Instl

0.05 48,380
Cash and Equivalents