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Morningstar

First Trust Small Cap Core AlphaDEX® ETF FYX

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

Morningstar’s Analysis FYX

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

  • People Pillar

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

First Trust Small Cap Core AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FYX

More FYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Powell Industries Inc

0.47 4.0 Mil
Industrials

ADMA Biologics Inc

0.47 4.0 Mil
Healthcare

Oscar Health Inc Class A

0.45 3.8 Mil
Healthcare

Perdoceo Education Corp

0.43 3.6 Mil
Consumer Defensive

PROCEPT BioRobotics Corp

0.43 3.6 Mil
Healthcare

Hims & Hers Health Inc Ordinary Shares - Class A

0.42 3.5 Mil
Consumer Defensive

Dycom Industries Inc

0.41 3.5 Mil
Industrials

IES Holdings Inc

0.41 3.5 Mil
Industrials

Diebold Nixdorf Inc Ordinary Shares- New

0.41 3.5 Mil
Technology

United States Cellular Corp

0.40 3.4 Mil
Communication Services