The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
First Trust Dorsey Wright Momt & Val ETF DVLU
Morningstar’s Analysis DVLU
Will DVLU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Tenet Healthcare Corp | 3.34 | 999,191 | Healthcare |
Corebridge Financial Inc | 3.30 | 986,808 | Financial Services |
Reinsurance Group of America Inc | 3.20 | 958,844 | Financial Services |
Meritage Homes Corp | 3.18 | 950,780 | Consumer Cyclical |
American International Group Inc | 2.92 | 874,545 | Financial Services |
Old Republic International Corp | 2.92 | 872,943 | Financial Services |
Taylor Morrison Home Corp | 2.91 | 870,188 | Consumer Cyclical |
First Citizens BancShares Inc Class A | 2.88 | 861,380 | Financial Services |
Capital One Financial Corp | 2.73 | 817,265 | Financial Services |
OneMain Holdings Inc | 2.70 | 807,936 | Financial Services |