Morningstar

First Trust Active Factor Mid Cap ETF AFMC

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

Morningstar’s Analysis AFMC

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

  • People Pillar

    The People Pillar is our evaluation of the AFMC 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 AFMC’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 Mid 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-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AFMC

More AFMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sprouts Farmers Market Inc

1.58 227,689
Consumer Defensive

United Therapeutics Corp

1.56 224,876
Healthcare

Toll Brothers Inc

1.54 221,740
Consumer Cyclical

Vistra Corp

1.32 189,810
Utilities

Tenet Healthcare Corp

1.25 179,447
Healthcare

KB Home

1.22 175,645
Consumer Cyclical

MGIC Investment Corp

1.17 168,744
Financial Services

EMCOR Group Inc

1.15 165,508
Industrials

Acuity Brands Inc

1.14 164,510
Industrials

Old Republic International Corp

1.14 164,390
Financial Services

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