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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-cheapest 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

Apartment Income REIT Corp Class A

0.46 5.3 Mil
Real Estate

Liberty Energy Inc Class A

0.43 5.0 Mil
Energy

Range Resources Corp

0.43 4.9 Mil
Energy

FTAI Aviation Ltd

0.42 4.9 Mil
Industrials

Weatherford International PLC Ordinary Shares - New

0.42 4.9 Mil
Energy

Northern Oil & Gas Inc

0.42 4.9 Mil
Energy

Mueller Industries Inc

0.42 4.8 Mil
Industrials

Encore Wire Corp

0.42 4.8 Mil
Industrials

Integer Holdings Corp

0.41 4.8 Mil
Healthcare

United Therapeutics Corp

0.40 4.7 Mil
Healthcare