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Morningstar

First Trust China AlphaDEX® ETF FCA

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

Morningstar’s Analysis FCA

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

  • People Pillar

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

First Trust China 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FCA

More FCA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

New Oriental Education & Technology Group Inc Ordinary Shares

4.14 277,945
Consumer Defensive

Weichai Power Co Ltd Class H

4.09 274,570
Industrials

COSCO SHIPPING Holdings Co Ltd Class H

3.81 255,581
Industrials

Inner Mongolia Yitai Coal Co Ltd

3.81 255,550
Energy

PetroChina Co Ltd Class H

3.64 244,257
Energy

Kunlun Energy Co Ltd

3.43 230,319
Energy

Zijin Mining Group Co Ltd Class H

3.42 229,836
Basic Materials

Sinotrans Ltd Class H

3.35 225,222
Industrials

Sinotruk (Hong Kong) Ltd

3.31 222,404
Industrials

Chongqing Changan Automobile Co Ltd Class B

3.12 209,777
Consumer Cyclical