The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
First Trust Mid Cap Value AlphaDEX® ETF FNK
Morningstar’s Analysis FNK
Will FNK outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
M/I Homes Inc | 0.90 | 2.0 Mil | Consumer Cyclical |
Terex Corp | 0.84 | 1.9 Mil | Industrials |
Meritage Homes Corp | 0.83 | 1.9 Mil | Consumer Cyclical |
Taylor Morrison Home Corp | 0.82 | 1.8 Mil | Consumer Cyclical |
Radian Group Inc | 0.82 | 1.8 Mil | Financial Services |
KB Home | 0.81 | 1.8 Mil | Consumer Cyclical |
Jackson Financial Inc | 0.80 | 1.8 Mil | Financial Services |
Rush Enterprises Inc Class A | 0.80 | 1.8 Mil | Consumer Cyclical |
Helmerich & Payne Inc | 0.79 | 1.8 Mil | Energy |
Group 1 Automotive Inc | 0.79 | 1.8 Mil | Consumer Cyclical |