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Multi-Asset Diversified Income ETF MDIV

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis MDIV

Will MDIV outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Multi-Asset Diversified Income ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings MDIV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust Tactical High Yield ETF

20.83 85.3 Mil

Alliance Resource Partners LP

1.71 7.0 Mil
Energy

PennyMac Mortgage Investment Trust

1.49 6.1 Mil
Real Estate

Ready Capital Corp

1.45 5.9 Mil
Real Estate

Icahn Enterprises LP Depositary Units Repr Units of LP Interests

1.36 5.6 Mil
Energy

Rithm Capital Corp

1.32 5.4 Mil
Real Estate

Black Stone Minerals LP Partnership Units

1.23 5.0 Mil
Energy

Kimbell Royalty Partners LP

1.22 5.0 Mil
Energy

Ladder Capital Corp Class A

1.17 4.8 Mil
Real Estate

AGNC Investment Corp Deposit Shs Repr 1/1000th Cum Conv Red Pfd Shs Series

1.13 4.6 Mil
Real Estate