Morningstar

First Trust Dow Jones Select MicroCap Index Fund FDM

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

Morningstar’s Analysis FDM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Dow Jones Sel MicroCap 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 FDM

More FDM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PagerDuty Inc

2.22 6M
Technology

Rigel Pharmaceuticals Inc

1.53 4M
Healthcare

Apogee Enterprises Inc

1.53 4M
Industrials

Riley Exploration Permian Inc

1.45 4M
Energy

Orrstown Financial Services Inc

1.42 4M
Financial Services

QuinStreet Inc

1.40 4M
Communication Services

Heritage Insurance Holdings Inc

1.39 4M
Financial Services

Independent Bank Corp.

1.34 4M
Financial Services

Phibro Animal Health Corp Class A

1.31 4M
Healthcare

Financial Institutions Inc

1.31 4M
Financial Services

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