Morningstar

First Trust Long Duration Opportunities ETF LGOV

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

Morningstar’s Analysis LGOV

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

  • People Pillar

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

Higher returns come with higher risk.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

An experienced team has effectively managed First Trust Long Duration’s aggressive approach, but risks remain.

by Saraja Samant
Rated on Published on

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Portfolio Holdings LGOV

More LGOV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

5 Year Treasury Note Future Dec 26

24.22 164M
Government

Ultra US Treasury Bond Future Dec 26

14.15 96M
Government

10 Year Treasury Note Future Dec 26

11.17 76M
Government

Federal National Mortgage Association 5.5%

2.87 19M
Securitized

Federal National Mortgage Association 2.5%

2.85 19M
Securitized

Government National Mortgage Association 2%

2.63 18M
Securitized

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 3%

2.43 16M
Securitized

Government National Mortgage Association 3%

2.18 15M
Securitized

United States Treasury Bonds 1.375%

1.87 13M
Government

Federal Home Loan Mortgage Corp. 3%

1.84 12M
Securitized

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