Morningstar

First Trust Materials AlphaDEX® Fund FXZ

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

Morningstar’s Analysis FXZ

Will FXZ 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 44.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Newmont Corp

5.92 21M
Basic Materials

Anglogold Ashanti PLC

5.65 20M
Basic Materials

Coeur Mining Inc

5.19 19M
Basic Materials

CF Industries Holdings Inc

5.10 18M
Basic Materials

Steel Dynamics Inc

4.75 17M
Basic Materials

Alcoa Corp

3.89 14M
Basic Materials

Almonty Industries Inc

3.84 14M
Basic Materials

Nucor Corp

3.58 13M
Basic Materials

International Flavors & Fragrances Inc

3.54 13M
Basic Materials

The Mosaic Co

3.43 12M
Basic Materials

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