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First Trust Mid Cap Value AlphaDEX® ETF FNK

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

Morningstar’s Analysis FNK

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

  • People Pillar

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

First Trust Mid Cap Value AlphaDEX ® ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FNK

More FNK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apartment Income REIT Corp Class A

0.91 2.0 Mil
Real Estate

Liberty Energy Inc Class A

0.87 1.9 Mil
Energy

Avnet Inc

0.85 1.9 Mil
Technology

Matson Inc

0.82 1.8 Mil
Industrials

Group 1 Automotive Inc

0.81 1.8 Mil
Consumer Cyclical

Seaboard Corp

0.79 1.7 Mil
Industrials

Range Resources Corp

0.79 1.7 Mil
Energy

National Fuel Gas Co

0.79 1.7 Mil
Energy

Signet Jewelers Ltd

0.78 1.7 Mil
Consumer Cyclical

Arrow Electronics Inc

0.78 1.7 Mil
Technology