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 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 FYT

More FYT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Everforth Inc

1.07 2M
Technology

CBIZ Inc

1.05 2M
Industrials

PBF Energy Inc Class A

1.03 2M
Energy

Dorian LPG Ltd

0.95 2M
Energy

Conmed Corp

0.93 2M
Healthcare

Par Pacific Holdings Inc

0.88 2M
Energy

ZoomInfo Technologies Inc

0.86 2M
Technology

International Seaways Inc

0.82 2M
Energy

DXC Technology Co Registered Shs When Issued

0.81 2M
Technology

Tidewater Inc

0.75 1M
Energy

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