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Morningstar

First Trust Brazil AlphaDEX® ETF FBZ

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

Morningstar’s Analysis FBZ

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

  • People Pillar

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

First Trust Brazil 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FBZ

More FBZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Embraer SA

3.69 212,800
Industrials

Inter & Co Inc Ordinary Shares - Class A

3.64 209,697
Financial Services

Vibra Energia SA

3.57 205,951
Consumer Cyclical

Cia Energetica DE Minas Gerais - Cemig Participating Preferred

3.53 203,452
Utilities

Metalurgica Gerdau SA Participating Preferred

3.29 189,465
Basic Materials

Gerdau SA Participating Preferred

3.27 188,670
Basic Materials

Petroleo Brasileiro SA Petrobras Participating Preferred

3.25 187,448
Energy

Nu Holdings Ltd Ordinary Shares Class A

3.20 184,721
Financial Services

JBS SA

3.15 181,488
Consumer Defensive

Marfrig Global Foods SA

2.92 168,460
Consumer Defensive