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Morningstar

First Trust Multi Cap Gr AlphaDEX® ETF FAD

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

Morningstar’s Analysis FAD

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

  • People Pillar

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

First Trust Multi Cap Gr AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAD

More FAD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Citizens BancShares Inc Class A

0.54 1.1 Mil
Financial Services

KKR & Co Inc Ordinary Shares

0.49 1.0 Mil
Financial Services

Bank of New York Mellon Corp

0.48 988,223
Financial Services

Iron Mountain Inc

0.48 987,411
Real Estate

Garmin Ltd

0.47 971,907
Technology

Howmet Aerospace Inc

0.47 968,648
Industrials

GE Aerospace

0.46 946,029
Industrials

Heico Corp

0.46 942,424
Industrials

JPMorgan Chase & Co

0.46 942,145
Financial Services

Apollo Global Management Inc Class A

0.46 940,918
Financial Services