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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 8.3
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

0.89 1.9 Mil
Energy

Matson Inc

0.84 1.8 Mil
Industrials

Avnet Inc

0.84 1.8 Mil
Technology

Range Resources Corp

0.82 1.8 Mil
Energy

Signet Jewelers Ltd

0.81 1.8 Mil
Consumer Cyclical

Group 1 Automotive Inc

0.81 1.8 Mil
Consumer Cyclical

National Fuel Gas Co

0.79 1.7 Mil
Energy

Seaboard Corp

0.78 1.7 Mil
Industrials

Enstar Group Ltd

0.78 1.7 Mil
Financial Services