First Trust Materials 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 Materials AlphaDEX® Fund FXZ
Morningstar’s Analysis FXZ
Will FXZ 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 FXZ 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 FXZ’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 46.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Steel Dynamics Inc | 6.48 | 29M | Basic Materials |
NewMarket Corp | 5.45 | 24M | Basic Materials |
RBC Bearings Inc | 4.87 | 21M | Industrials |
Nucor Corp | 4.60 | 20M | Basic Materials |
Carpenter Technology Corp | 4.29 | 19M | Industrials |
Eastman Chemical Co | 4.23 | 19M | Basic Materials |
The Timken Co | 4.15 | 18M | Industrials |
Anglogold Ashanti PLC | 4.11 | 18M | Basic Materials |
Reliance Inc | 4.01 | 18M | Basic Materials |
The Mosaic Co | 3.79 | 17M | Basic Materials |
United States