Morningstar

First Trust Mid Cap Core AlphaDEX® Fund FNX

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

Morningstar’s Analysis FNX

Will FNX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Mid Cap Core AlphaDEX® ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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

APA Corp

0.43 6M
Energy

SM Energy Co

0.43 6M
Energy

Range Resources Corp

0.43 6M
Energy

Antero Resources Corp

0.42 6M
Energy

Chord Energy Corp Ordinary Shares - New

0.42 6M
Energy

CNX Resources Corp

0.42 6M
Energy

Genpact Ltd

0.42 6M
Technology

Urban Outfitters Inc

0.41 5M
Consumer Cyclical

ADT Inc

0.41 5M
Industrials

PACS Group Inc

0.41 5M
Healthcare

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