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Morningstar

First Trust Multi Cap Gr AlphaDEX® ETF FAD

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

Morningstar’s Analysis FAD

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

  • People Pillar

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

First Trust Multi Cap Gr 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAD

More FAD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

0.60 1.2 Mil
Technology

Vistra Corp

0.60 1.2 Mil
Utilities

Howmet Aerospace Inc

0.56 1.1 Mil
Industrials

Deckers Outdoor Corp

0.53 1.1 Mil
Consumer Cyclical

Westinghouse Air Brake Technologies Corp

0.53 1.0 Mil
Industrials

Vertiv Holdings Co Class A

0.53 1.0 Mil
Industrials

Royal Caribbean Group

0.52 1.0 Mil
Consumer Cyclical

Constellation Energy Corp

0.51 1.0 Mil
Utilities

Trane Technologies PLC Class A

0.50 987,348
Industrials

Chipotle Mexican Grill Inc

0.50 985,293
Consumer Cyclical