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Morningstar

First Trust Indtls/PrdcrDurbAlphaDEX®ETF FXR

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

Morningstar’s Analysis FXR

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

  • People Pillar

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

First Trust Indtls/ PrdcrDurbAlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FXR

More FXR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Express Co

1.41 26.9 Mil
Financial Services

Ryder System Inc

1.36 26.0 Mil
Industrials

Owens-Corning Inc

1.35 25.7 Mil
Industrials

Synchrony Financial

1.33 25.4 Mil
Financial Services

Air Lease Corp Class A

1.33 25.4 Mil
Industrials

Caterpillar Inc

1.33 25.4 Mil
Industrials

Booz Allen Hamilton Holding Corp Class A

1.32 25.2 Mil
Industrials

Trane Technologies PLC Class A

1.32 25.2 Mil
Industrials

Allison Transmission Holdings Inc

1.32 25.1 Mil
Consumer Cyclical

MDU Resources Group Inc

1.31 24.9 Mil
Industrials