DVLU First Trust Dorsey Wright Momentum & Value ETF
DVLU Fund Description
DVLU tracks an index of 50 large- and mid-cap value stocks exhibiting relative strength. Holdings are weighted by value metrics.
DVLU Factset Analytics Insight
DVLU combines two strategies: momentum and value. The index initially whittles down its large- and mid-cap universe by conducting a relative strength analysis. A point and figure chart is created for each security, comparing the stock’s daily performance to that of the broader universe. Each stock is classified as a “buy” or a “sell” using this method, and the sells are filtered out. From this short list, DVLU selects the 50 securities with the highest value scores. Value scores are calculated from four metrics: price/sales, price/book, price/earnings, and price/cash flow. Selected stocks are also weighted by their value scores. DVLU is rebalanced quarterly.
DVLU Summary Data
DVLU Portfolio Data
DVLU Index Data
DVLU Portfolio Management
DVLU Tax Exposures
DVLU Fund Structure
DVLU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DVLU. DVLU is rated a 4 out of 5.
DVLU Sector/Industry Breakdown
DVLU Top 10 Holdings[View All]
DVLU Economic Development
DVLU Performance Statistics
DVLU Benchmark Comparison Summary
DVLU Benchmark Comparison Market Cap Size