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Morningstar

First Trust Utilities AlphaDEX® ETF FXU

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

Morningstar’s Analysis FXU

Will FXU outperform in 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.

First Trust Utilities AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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 39.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Evergy Inc

4.29 10.7 Mil
Utilities

National Fuel Gas Co

4.28 10.7 Mil
Energy

Exelon Corp

4.26 10.6 Mil
Utilities

Entergy Corp

4.20 10.5 Mil
Utilities

Avangrid Inc

4.04 10.1 Mil
Utilities

Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)

4.00 10.0 Mil
Utilities

NRG Energy Inc

3.79 9.5 Mil
Utilities

Pinnacle West Capital Corp

3.54 8.8 Mil
Utilities

Ameren Corp

3.52 8.8 Mil
Utilities

Consolidated Edison Inc

3.47 8.6 Mil
Utilities