The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
First Trust Active Factor Small Cap ETF AFSM
Morningstar’s Analysis AFSM
Will AFSM 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 9.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
National Healthcare Corp | 1.19 | 179,176 | Healthcare |
Mueller Industries Inc | 1.14 | 172,559 | Industrials |
InterDigital Inc | 0.99 | 148,885 | Technology |
SkyWest Inc | 0.99 | 148,564 | Industrials |
Alkermes PLC | 0.97 | 146,191 | Healthcare |
Teekay Tankers Ltd Class A | 0.89 | 134,568 | Energy |
Catalyst Pharmaceuticals Inc | 0.87 | 130,969 | Healthcare |
M/I Homes Inc | 0.87 | 130,930 | Consumer Cyclical |
Abercrombie & Fitch Co Class A | 0.86 | 130,096 | Consumer Cyclical |
Sprouts Farmers Market Inc | 0.84 | 126,252 | Consumer Defensive |