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Morningstar

First Trust RiverFront Dyn Dev Intl ETF RFDI

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

Morningstar’s Analysis RFDI

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

People Pillar

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

Weakness in First Trust RiverFront Dyn Dev Intl ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 RFDI

More RFDI Holdings
  • Current Portfolio Date
  • Equity Holdings 177
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novartis AG Registered Shares

2.06
2,457,759
Healthcare

TotalEnergies SE

1.90
2,259,238
Energy

ASML Holding NV

1.43
1,708,215
Technology

Novo Nordisk A/S Class B

1.43
1,705,377
Healthcare

Nestle SA

1.40
1,669,221
Consumer Defensive

Mitsubishi UFJ Financial Group Inc

1.37
1,635,411
Financial Services

Allianz SE

1.37
1,635,310
Financial Services

Shell PLC

1.37
1,630,771
Energy

Unilever PLC

1.28
1,525,151
Consumer Defensive

Deutsche Telekom AG

1.26
1,507,298
Communication Services