Effective management of First Trust Low Duration Opportunities ETF’s aggressive approach is evident, and we have upgraded its People rating to Above Average from Average.
First Trust Low Duration Opportunities ETF LMBS
Morningstar’s Analysis LMBS
Will LMBS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LMBS 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 LMBS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings −29.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
2 Year Treasury Note Future Sept 26 | 13.51 | 662M | Government |
Federal National Mortgage Association 5.5% | 6.19 | 304M | Securitized |
FHLMC Super 30Y Fixed 4% | 2.12 | 104M | Securitized |
Federal National Mortgage Association 5% | 1.66 | 81M | Securitized |
Government National Mortgage Association 4.5% | 1.44 | 70M | Securitized |
Federal National Mortgage Association 4% | 1.28 | 63M | Securitized |
United States Treasury Bills 0% | 1.22 | 60M | Government |
United States Treasury Notes 4.125% | 1.20 | 59M | Government |
United States Treasury Notes 0.125% | 1.18 | 58M | Government |
Federal Home Loan Mortgage Corp. 3.5% | 1.18 | 58M | Securitized |
United States