HUSVFirst Trust Horizon Managed Volatility Domestic ETF
HUSV Fund Description
HUSV is an actively-managed fund that uses volatility forecasting to select and weight large-cap US stocks.
HUSV Factset Analytics Insight
HUSV takes an active approach in providing capital appreciation with reduced volatility. It aims to capture into a concentrated portfolio, the upside price movements in bull markets and reduce downside risk in bear ones. Starting with large-cap domestic companies listed on US exchanges, HUSV’s fund manager uses a proprietary model to forecast the future volatility of individual stocks. Then the fund manager selects and weights the 50 to 70 stocks with the lowest expected volatility. The manager has discretion in deciding portfolio rebalancing frequency. Due to its active management mandate, HUSV may have higher portfolio turnover which can lead to higher trading costs and capital gains distributions, creating a drag on returns.
HUSV MSCI ESG Analytics Insight
First Trust Horizon Managed Volatility Domestic ETF has an MSCI ESG Fund Rating of A based on a score of 6.55 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 Horizon Managed Volatility Domestic ETF ranks in the 62nd percentile within its peer group and in the 77th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
HUSV 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.
HUSV Summary Data
HUSV Portfolio Data
HUSV Index Data
HUSV Portfolio Management
HUSV Tax Exposures
HUSV Fund Structure
HUSV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HUSV. HUSV is rated a 5 out of 5.
HUSV Sector/Industry Breakdown
HUSV Top 10 Holdings[View All]
HUSV Economic Development
HUSV Performance Statistics
HUSV MSCI ESG Ratings
HUSV Benchmark Comparison Summary
HUSV Benchmark Comparison Market Cap Size