Morningstar

First Trust Europe AlphaDEX® Fund FEP

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

Morningstar’s Analysis FEP

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Europe 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 FEP

More FEP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Var Energi ASA

0.98 5M
Energy

JD Sports Fashion PLC

0.95 5M
Consumer Cyclical

Teleperformance SE

0.95 5M
Industrials

Shell PLC

0.93 4M
Energy

Frasers Group PLC

0.93 4M
Consumer Cyclical

Sofina SA

0.91 4M
Financial Services

Indra Sistemas SA SHS Class -A-

0.90 4M
Technology

Standard Life PLC

0.88 4M
Financial Services

Basf SE

0.88 4M
Basic Materials

Legal & General Group PLC

0.88 4M
Financial Services

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