FDL News and Press, First Trust Morningstar From 03/25/23

2023-03-25 07:35:32 ET First Trust Morningstar Dividend Leaders Index Fund ( NYSEARCA: FDL ) - $0.3097 . 30-Day SEC Yield of 4.62% as of Feb. 28. Payable Mar 31; for shareholders of record Mar 27; ex-div Mar 24. For further details see: First Trust Morningsta...

Summary The beginning of the year always offers a chance to catch up with a broad range of clients who are in the mode of thinking about the big picture outlook: pension funds, insurers, consultants and sovereign wealth funds across Australia, Asia, Europe and North America. This note r...

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...

Summary We think value stocks can outperform as interest rates head higher. Regions and sectors help us find quality within value and growth at a reasonable price. Stocks slid after the Federal Reserve’s preferred inflation gauge showed persistently high inflation, reinforcing wh...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary FDL holds 98 stocks with stable or increasing dividends. Energy and financials are its heaviest sectors. Quality and recent performance are attractive, it was not the case in the last review. Long-term performance and risk metrics are still underwhelming. Thi...

Summary FDL is a solidly-constructed dividend ETF that is essentially a proponent of the Dividend Aristocrats approach to investing. This deceivingly-concentrated ETF (100 stocks, but 25 account for most of the assets) emphasizes companies that have consistently paid dividends. I ra...

Summary Not all value strategies are created equal, and some stocks are cheap for a reason. Over the last 25 years, from 1997 to 2022, the MSCI USA Quality Index delivered an 8.6% annual return. In our view, falling earnings estimates, slowing GDP growth and tighter monetary policy ...

Summary 2023 may be an inflection point for the equity markets. When we look at the valuations around the globe at the region or country level, everything looks really cheap. We believe the markets will stay volatile in 2023. By Melda Mergen, CFA, CAIA, Global Head of Eq...

Summary Amid the worst rout for US stocks in more than a decade, Value stocks showed impressive staying power, finishing in 2022 with far smaller losses than their Growth counterparts and the US market overall. Though Value’s outperformance versus Growth spanned most industries i...