Morningstar

First Trust IPOX Europe Equity Opportunities ETF FPXE

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

Morningstar’s Analysis FPXE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust IPOX Europe Equity Opps ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FPXE

More FPXE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Technoprobe SpA

7.04 330,363
Technology

Roche Holding AG Ordinary Shares new

6.96 326,633
Healthcare

Bawag Group AG Ordinary Shares

6.44 302,060
Financial Services

Swedish Orphan Biovitrum AB

6.14 288,370
Healthcare

Nordnet AB (publ) Ordinary Shares

5.81 272,829
Financial Services

Ascendis Pharma AS

5.38 252,530
Healthcare

ARM Holdings PLC ADR

4.77 223,811
Technology

Lottomatica Group SpA

4.75 222,919
Consumer Cyclical

Andritz AG

3.05 142,986
Industrials

Rio Tinto PLC Ordinary Shares

2.45 115,118
Basic Materials

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