Morningstar

First Trust Small Cap Value AlphaDEX® Fund FYT

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

Morningstar’s Analysis FYT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Small Cap Val AlphaDEX® ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FYT

More FYT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DXC Technology Co Registered Shs When Issued

0.90 2M
Technology

Kohl's Corp

0.82 1M
Consumer Cyclical

Academy Sports and Outdoors Inc Ordinary Shares

0.78 1M
Consumer Cyclical

Everforth Inc

0.76 1M
Technology

Maximus Inc

0.72 1M
Industrials

Harley-Davidson Inc

0.72 1M
Consumer Cyclical

Comstock Resources Inc

0.69 1M
Energy

Post Holdings Inc

0.68 1M
Consumer Defensive

Hamilton Insurance Group Ltd Ordinary Shares Class B

0.68 1M
Financial Services

Yelp Inc

0.68 1M
Communication Services

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