Morningstar

First Trust Morningstar Dividend Leaders Index Fund FDL

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

Morningstar’s Analysis FDL

Will FDL outperform in the 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 FDL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Morningstar Div Leaders ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FDL

More FDL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

9.31 759M
Energy

Verizon Communications Inc

6.59 538M
Communication Services

Pfizer Inc

6.57 536M
Healthcare

Philip Morris International Inc

6.49 530M
Consumer Defensive

PepsiCo Inc

5.01 409M
Consumer Defensive

Altria Group Inc

4.83 394M
Consumer Defensive

United Parcel Service Inc Class B

3.25 265M
Industrials

Accenture PLC Class A

3.21 262M
Technology

Bristol-Myers Squibb Co

3.03 248M
Healthcare

Comcast Corp Class A

2.46 201M
Communication Services

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