First Trust Multi-Asset Diversified Income Index Fund MDIV

Morningstar Medalist Rating

Morningstar’s Analysis MDIV

Will MDIV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Multi-Asset Diversified Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings MDIV

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust Tactical High Yield ETF

20.5586M
—

Annaly Capital Management Inc

1.346M
Real Estate

AGNC Investment Corp

1.326M
Real Estate

Rithm Capital Corp

1.315M
Real Estate

TXO Partners LP

1.275M
Energy

Kimbell Royalty Partners LP

1.265M
Energy

ARMOUR Residential REIT Inc

1.255M
Real Estate

Icahn Enterprises LP Depositary Units Repr Units of LP Interests

1.235M
Energy

Rithm Capital Corp Series B

1.225M
Real Estate

Mach Natural Resources LP

1.185M
Energy

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