Morningstar

First Trust Bloomberg Shld Yld ETF SHRY

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

Morningstar’s Analysis SHRY

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

  • People Pillar

    The People Pillar is our evaluation of the SHRY 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 SHRY’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 Bloomberg Shld Yld 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 SHRY

More SHRY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Altria Group Inc

5.08 1.0 Mil
Consumer Defensive

Comcast Corp Class A

4.65 959,069
Communication Services

The Hartford Financial Services Group Inc

3.41 702,070
Financial Services

Lowe's Companies Inc

3.39 698,952
Consumer Cyclical

HP Inc

3.26 670,742
Technology

Aflac Inc

3.12 643,800
Financial Services

General Mills Inc

3.05 629,500
Consumer Defensive

The Cigna Group

3.05 629,291
Healthcare

MetLife Inc

2.88 593,223
Financial Services

Lockheed Martin Corp

2.78 572,437
Industrials

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