First Trust Cnsmr Staples 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 Staples AlphaDEX® Fund FXG
Morningstar’s Analysis FXG
Will FXG 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 FXG 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 FXG’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 39.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Casey's General Stores Inc | 4.60 | 10M | Consumer Cyclical |
Darling Ingredients Inc | 4.32 | 9M | Consumer Defensive |
Seaboard Corp | 4.17 | 9M | Industrials |
Smithfield Foods Inc | 4.15 | 9M | Consumer Defensive |
Coca-Cola Consolidated Inc | 3.90 | 9M | Consumer Defensive |
Ingredion Inc | 3.88 | 8M | Consumer Defensive |
McKesson Corp | 3.85 | 8M | Healthcare |
Reynolds Consumer Products Inc Ordinary Shares | 3.60 | 8M | Consumer Cyclical |
Lamb Weston Holdings Inc | 3.53 | 8M | Consumer Defensive |
The Campbell's Co | 3.40 | 7M | Consumer Defensive |
United States