First Trust Large Cap Core AlphaDEX ETF FEX does little more than tilt toward small-cap stocks, but there are cheaper ways to get that exposure. It earns a Morningstar Analyst rating of Neutral.
Will FEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FEX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of FEX’s parent organization’s priorities and whether they’re in line with investors’ interests.