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Morningstar

First Trust Mid Cap Core AlphaDEX® ETF FNX

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

Morningstar’s Analysis FNX

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

  • People Pillar

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

First Trust Mid Cap Core AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FNX

More FNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

M/I Homes Inc

0.46 5.5 Mil
Consumer Cyclical

Tri Pointe Homes Inc

0.43 5.2 Mil
Consumer Cyclical

Terex Corp

0.42 5.1 Mil
Industrials

Meritage Homes Corp

0.42 5.1 Mil
Consumer Cyclical

Taylor Morrison Home Corp

0.42 5.0 Mil
Consumer Cyclical

Radian Group Inc

0.42 5.0 Mil
Financial Services

Moog Inc A

0.41 4.9 Mil
Industrials

KB Home

0.41 4.9 Mil
Consumer Cyclical

Jackson Financial Inc

0.41 4.9 Mil
Financial Services

Rush Enterprises Inc Class A

0.41 4.9 Mil
Consumer Cyclical