Morningstar

First Trust Industrials/Producer Durables AlphaDEX® Fund FXR

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FXR

Will FXR outperform in the 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 FXR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FXR 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 FXR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Indtls/PrdcrDurbAlphaDEX®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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FXR

More FXR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PayPal Holdings Inc

1.50 12M
Financial Services

Accenture PLC Class A

1.49 11M
Technology

Genpact Ltd

1.43 11M
Technology

Vontier Corp Ordinary Shares

1.32 10M
Technology

ADT Inc

1.28 10M
Industrials

Graphic Packaging Holding Co

1.22 9M
Consumer Cyclical

Fiserv Inc

1.20 9M
Technology

Fidelity National Information Services Inc

1.20 9M
Technology

Mohawk Industries Inc

1.18 9M
Consumer Cyclical

Sunbelt Rentals Holdings Inc

1.17 9M
Industrials

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