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Morningstar

First Trust Materials AlphaDEX® ETF FXZ

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

Morningstar’s Analysis FXZ

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

  • 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.

First Trust Materials 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-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FXZ

More FXZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nucor Corp

4.84 19.9 Mil
Basic Materials

The Mosaic Co

4.73 19.5 Mil
Basic Materials

CF Industries Holdings Inc

4.73 19.5 Mil
Basic Materials

Steel Dynamics Inc

4.63 19.1 Mil
Basic Materials

FMC Corp

4.57 18.8 Mil
Basic Materials

Celanese Corp Class A

4.51 18.6 Mil
Basic Materials

Albemarle Corp

4.26 17.6 Mil
Basic Materials

SSR Mining Inc

4.09 16.8 Mil
Basic Materials

LyondellBasell Industries NV Class A

3.44 14.2 Mil
Basic Materials

The Timken Co

3.43 14.1 Mil
Industrials