DVLUFirst Trust Dorsey Wright Momentum & Value ETF
DVLU Fund Description
DVLU tracks an index of 50 large- and midcap 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 midcap 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 MSCI ESG Analytics Insight
First Trust Dorsey Wright Momentum & Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.74 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust Dorsey Wright Momentum & Value ETF ranks in the 44th percentile within its peer group and in the 82nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DVLU MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
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 MSCI ESG Ratings
DVLU Benchmark Comparison Summary
DVLU Benchmark Comparison Market Cap Size