Morningstar

First Trust Senior Loan ETF FTSL ETF Analysis

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

Morningstar’s Analysis FTSL

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

  • People Pillar

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

Cautious but not attractive.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

An experienced team runs First Trust Senior Loan ETF’s relatively defensive process, but more evidence is needed to see any long-term benefits over the competition.

by Saraja Samant
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center