Morningstar

First Trust Water ETF FIW

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

Morningstar’s Analysis FIW

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Water 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FIW

More FIW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Agilent Technologies Inc

4.58 78M
Healthcare

Waters Corp

4.33 74M
Healthcare

Ferguson Enterprises Inc

4.17 71M
Industrials

Veralto Corp

4.05 69M
Industrials

Ecolab Inc

4.04 69M
Basic Materials

Jacobs Solutions Inc

3.96 68M
Industrials

IDEXX Laboratories Inc

3.93 67M
Healthcare

American Water Works Co Inc

3.91 67M
Utilities

Xylem Inc

3.87 66M
Industrials

IDEX Corp

3.71 64M
Industrials

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