Morningstar

First Trust Active Factor Small Cap ETF AFSM

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

Morningstar’s Analysis AFSM

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Active Factor Small Cap ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AFSM

More AFSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

National Healthcare Corp

1.19 179,176
Healthcare

Mueller Industries Inc

1.14 172,559
Industrials

InterDigital Inc

0.99 148,885
Technology

SkyWest Inc

0.99 148,564
Industrials

Alkermes PLC

0.97 146,191
Healthcare

Teekay Tankers Ltd Class A

0.89 134,568
Energy

Catalyst Pharmaceuticals Inc

0.87 130,969
Healthcare

M/I Homes Inc

0.87 130,930
Consumer Cyclical

Abercrombie & Fitch Co Class A

0.86 130,096
Consumer Cyclical

Sprouts Farmers Market Inc

0.84 126,252
Consumer Defensive

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