Morningstar

First Trust Utilities AlphaDEX® Fund FXU

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

Morningstar’s Analysis FXU

Will FXU 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 FXU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Utilities AlphaDEX® ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FXU

More FXU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Consolidated Edison Inc

4.35 33M
Utilities

Exelon Corp

4.24 32M
Utilities

Duke Energy Corp

4.20 32M
Utilities

UGI Corp

4.14 31M
Utilities

Edison International

4.12 31M
Utilities

National Fuel Gas Co

4.08 31M
Energy

PG&E Corp

4.05 31M
Utilities

Eversource Energy

4.04 31M
Utilities

Pinnacle West Capital Corp

3.50 27M
Utilities

Xcel Energy Inc

3.42 26M
Utilities

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