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Morningstar

First Trust China AlphaDEX® ETF FCA

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

Morningstar’s Analysis FCA

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FCA

More FCA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Inner Mongolia Yitai Coal Co Ltd

3.61 164,634
Energy

Beijing Enterprises Holdings Ltd

3.59 163,980
Industrials

Xinyi Glass Holdings Ltd

3.49 159,262
Basic Materials

Great Wall Motor Co Ltd Class H

3.34 152,422
Consumer Cyclical

Sinotruk (Hong Kong) Ltd

3.18 145,257
Industrials

China Railway Group Ltd Class H

3.13 143,040
Industrials

Jiangxi Copper Co Ltd Class H

3.13 142,934
Basic Materials

Orient Overseas (International) Ltd

3.07 140,305
Industrials

China Hongqiao Group Ltd

2.91 132,868
Basic Materials

China State Construction International Holdings Ltd

2.90 132,558
Industrials