First Trust Emerg Mkts SC AlphaDEX® ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS
Morningstar’s Analysis FEMS
Will FEMS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FEMS 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 FEMS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Holy Stone Enterprise Co Ltd | 1.78 | 5M | Technology |
Europower Enerji ve Otomasyon Teknolojileri Sanayi Ticaret AS | 1.77 | 5M | Industrials |
Katilimevim Tasarruf Finansman AS | 1.69 | 4M | Financial Services |
Topoint Technology Co Ltd | 1.39 | 4M | Industrials |
Iteq Corp | 1.37 | 4M | Technology |
ChipMOS TECHNOLOGIES Inc | 1.17 | 3M | Technology |
Kaori Heat Treatment Co Ltd | 1.09 | 3M | Industrials |
Amtran Technology Co Ltd | 1.08 | 3M | Technology |
Nexa Resources SA | 1.04 | 3M | Basic Materials |
JHSF Participacoes SA | 0.97 | 2M | Real Estate |
United States