The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
First Trust Dorsey Wright Momt & Val ETF DVLU
Morningstar’s Analysis DVLU
Will DVLU outperform in 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 30.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Corebridge Financial Inc | 3.34 | 961,522 | Financial Services |
Reinsurance Group of America Inc | 3.27 | 943,485 | Financial Services |
Tenet Healthcare Corp | 3.26 | 939,381 | Healthcare |
Meritage Homes Corp | 3.14 | 906,539 | Consumer Cyclical |
American International Group Inc | 2.98 | 860,359 | Financial Services |
Old Republic International Corp | 2.95 | 851,603 | Financial Services |
First Citizens BancShares Inc Class A | 2.89 | 833,175 | Financial Services |
Taylor Morrison Home Corp | 2.89 | 832,435 | Consumer Cyclical |
Capital One Financial Corp | 2.69 | 775,954 | Financial Services |
PulteGroup Inc | 2.68 | 772,996 | Consumer Cyclical |