Morningstar

First Trust Health Care AlphaDEX® Fund FXH

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

Morningstar’s Analysis FXH

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Health Care 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 FXH

More FXH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

3.35 38M
Healthcare

Regeneron Pharmaceuticals Inc

2.62 30M
Healthcare

Universal Health Services Inc Class B

2.62 30M
Healthcare

Pfizer Inc

2.60 29M
Healthcare

Guardant Health Inc

2.59 29M
Healthcare

Solventum Corp

2.53 29M
Healthcare

Zimmer Biomet Holdings Inc

2.27 26M
Healthcare

Halozyme Therapeutics Inc

2.27 26M
Healthcare

Tenet Healthcare Corp

2.25 25M
Healthcare

Boston Scientific Corp

2.25 25M
Healthcare

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