Morningstar

First Trust Mid Cap Value AlphaDEX® Fund FNK

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

Morningstar’s Analysis FNK

Will FNK outperform in the 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 FNK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Mid Cap Value 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FNK

More FNK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vornado Realty Trust

1.02 2M
Real Estate

Macy's Inc

0.97 2M
Consumer Cyclical

Kilroy Realty Corp

0.94 2M
Real Estate

Commercial Metals Co

0.87 2M
Industrials

Lithia Motors Inc Class A

0.87 2M
Consumer Cyclical

Taylor Morrison Home Corp

0.85 2M
Consumer Cyclical

Matson Inc

0.85 2M
Industrials

Solventum Corp

0.83 2M
Healthcare

Meritage Homes Corp

0.83 2M
Consumer Cyclical

EPR Properties

0.83 2M
Real Estate

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