First Trust Large Cap Core 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 Large Cap Core AlphaDEX® Fund FEX
Morningstar’s Analysis FEX
Will FEX 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 FEX 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 FEX’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 9.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SanDisk Corp Ordinary Shares | 1.22 | 19M | Technology |
Micron Technology Inc | 1.18 | 19M | Technology |
Seagate Technology Holdings PLC | 1.02 | 16M | Technology |
Western Digital Corp | 0.98 | 16M | Technology |
Dell Technologies Inc Ordinary Shares - Class C | 0.96 | 15M | Technology |
Marvell Technology Inc | 0.88 | 14M | Technology |
Bloom Energy Corp Class A | 0.81 | 13M | Industrials |
Advanced Micro Devices Inc | 0.78 | 12M | Technology |
Humana Inc | 0.66 | 11M | Healthcare |
MACOM Technology Solutions Holdings Inc | 0.65 | 10M | Technology |
United States