First Trust Financials 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 Financials AlphaDEX® Fund FXO
Morningstar’s Analysis FXO
Will FXO 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 FXO 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 FXO’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 16.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Affiliated Managers Group Inc | 1.84 | 19M | Financial Services |
T. Rowe Price Group Inc | 1.77 | 18M | Financial Services |
Jefferies Financial Group Inc | 1.71 | 18M | Financial Services |
The Hanover Insurance Group Inc | 1.67 | 17M | Financial Services |
Bank OZK | 1.66 | 17M | Financial Services |
SEI Investments Co | 1.66 | 17M | Financial Services |
FactSet Research Systems Inc | 1.61 | 17M | Financial Services |
First American Financial Corp | 1.59 | 16M | Financial Services |
Cincinnati Financial Corp | 1.58 | 16M | Financial Services |
Allstate Corp | 1.56 | 16M | Financial Services |
United States