First Trust Health Care 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 Health Care AlphaDEX® Fund FXH
Morningstar’s Analysis FXH
Will FXH 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 FXH 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 FXH’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 28.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Humana Inc | 4.33 | 38M | Healthcare |
Organon & Co Ordinary Shares | 3.77 | 33M | Healthcare |
Elevance Health Inc | 3.01 | 26M | Healthcare |
DaVita Inc | 2.63 | 23M | Healthcare |
Exelixis Inc | 2.54 | 22M | Healthcare |
Solventum Corp | 2.54 | 22M | Healthcare |
Molina Healthcare Inc | 2.51 | 22M | Healthcare |
The Cigna Group | 2.29 | 20M | Healthcare |
Incyte Corp | 2.25 | 20M | Healthcare |
Biogen Inc | 2.21 | 19M | Healthcare |
United States