First Trust Cnsmr Discret AlphaDEX® ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
First Trust Consumer Discretionary AlphaDEX® Fund FXD
Morningstar’s Analysis FXD
Will FXD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FXD 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 FXD’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Macy's Inc | 1.84 | 5M | Consumer Cyclical |
Harley-Davidson Inc | 1.69 | 4M | Consumer Cyclical |
Lithia Motors Inc Class A | 1.66 | 4M | Consumer Cyclical |
Delta Air Lines Inc | 1.64 | 4M | Industrials |
Penske Automotive Group Inc | 1.61 | 4M | Consumer Cyclical |
Lear Corp | 1.59 | 4M | Consumer Cyclical |
Sirius XM Holdings Inc | 1.59 | 4M | Communication Services |
Gentex Corp | 1.56 | 4M | Consumer Cyclical |
PVH Corp | 1.56 | 4M | Consumer Cyclical |
D.R. Horton Inc | 1.50 | 4M | Consumer Cyclical |
United States