First Trust Bloomberg Shld Yld 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.
First Trust Bloomberg Shareholder Yield ETF SHRY
Morningstar’s Analysis SHRY
Will SHRY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
PayPal Holdings Inc | 4.82 | 805,054 | Financial Services |
The Hartford Insurance Group Inc | 4.29 | 716,268 | Financial Services |
Paychex Inc | 3.50 | 585,095 | Technology |
MetLife Inc | 3.39 | 565,826 | Financial Services |
Adobe Inc | 3.22 | 538,447 | Technology |
Expedia Group Inc | 3.14 | 524,777 | Consumer Cyclical |
United Parcel Service Inc Class B | 3.10 | 518,955 | Industrials |
T-Mobile US Inc | 3.10 | 518,222 | Communication Services |
Allstate Corp | 3.08 | 514,715 | Financial Services |
The Travelers Companies Inc | 2.91 | 486,207 | Financial Services |