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First Trust Brazil AlphaDEX® ETF FBZ

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.

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.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings FBZ

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Embraer SA

5.78 369,329
Industrials

Cia Energetica DE Minas Gerais - Cemig Participating Preferred

3.94 251,829
Utilities

Inter & Co Inc Ordinary Shares - Class A

3.86 246,979
Financial Services

Petroleo Brasileiro SA Petrobras Participating Preferred

3.57 228,322
Energy

BRF SA

3.56 227,901
Consumer Defensive

Metalurgica Gerdau SA Participating Preferred

3.50 223,726
Basic Materials

Gerdau SA Participating Preferred

3.33 212,735
Basic Materials

Ultrapar Participacoes SA

3.15 201,153
Energy

StoneCo Ltd Class A

2.92 186,488
Technology

PagSeguro Digital Ltd Class A

2.87 183,392
Technology