Morningstar

First Trust Small Cap Growth AlphaDEX® Fund FYC

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

Morningstar’s Analysis FYC

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Small Cap Gr AlphaDEX® ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FYC

More FYC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Appian Corp Class A

0.94 12M
Technology

Slide Insurance Holdings Inc

0.80 11M
Financial Services

Amplitude Inc Class A

0.79 11M
Technology

Fortrea Holdings Inc

0.77 10M
Healthcare

First Advantage Corp

0.77 10M
Industrials

FIGS Inc Class A

0.76 10M
Consumer Cyclical

Xeris Biopharma Holdings Inc

0.73 10M
Healthcare

Agilon Health Inc

0.73 10M
Healthcare

RXO Inc

0.73 10M
Industrials

Lindblad Expeditions Holdings Inc

0.72 10M
Consumer Cyclical

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