Morningstar

First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS

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

Morningstar’s Analysis FEMS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Emerg Mkts SC 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FEMS

More FEMS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

C & A Modas SA Ordinary Shares

1.14 2M
Consumer Cyclical

Grendene SA

1.02 2M
Consumer Cyclical

Petroreconcavo SA

1.01 2M
Energy

JHSF Participacoes SA

0.98 2M
Real Estate

Vamos Locacao De Caminhoes Maquinas E Equipamentos SA Ordinary Shares

0.97 2M
Industrials

Marcopolo SA

0.95 2M
Industrials

Star Petroleum Refining PCL

0.90 2M
Energy

Cupid Ltd

0.90 2M
Consumer Defensive

Sok Marketler Ticaret AS

0.88 2M
Consumer Cyclical

Thai Oil PCL

0.88 2M
Energy

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