The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
First Trust Bloomberg Shld Yld ETF SHRY
Morningstar’s Analysis SHRY
Will SHRY 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 34.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Altria Group Inc | 5.15 | 1.1 Mil | Consumer Defensive |
Comcast Corp Class A | 4.64 | 952,566 | Communication Services |
HP Inc | 3.42 | 702,582 | Technology |
The Hartford Financial Services Group Inc | 3.39 | 695,741 | Financial Services |
Lowe's Companies Inc | 3.33 | 682,883 | Consumer Cyclical |
The Cigna Group | 3.11 | 637,197 | Healthcare |
General Mills Inc | 3.10 | 635,426 | Consumer Defensive |
Aflac Inc | 3.02 | 620,355 | Financial Services |
MetLife Inc | 2.88 | 591,410 | Financial Services |
Lockheed Martin Corp | 2.67 | 547,953 | Industrials |