First Trust Small Cap Core AlphaDEX® ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
First Trust Small Cap Core AlphaDEX® Fund FYX
Morningstar’s Analysis FYX
Will FYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FYX 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 FYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 4.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MaxLinear Inc | 0.70 | 9M | Technology |
Applied Optoelectronics Inc | 0.59 | 7M | Technology |
T1 Energy Inc | 0.50 | 6M | Industrials |
Garrett Motion Inc Ordinary Shares - New | 0.50 | 6M | Consumer Cyclical |
Liquidia Corp Ordinary Shares | 0.49 | 6M | Healthcare |
The GEO Group Inc | 0.47 | 6M | Industrials |
Kaiser Aluminum Corp | 0.41 | 5M | Basic Materials |
MYR Group Inc | 0.41 | 5M | Industrials |
RLJ Lodging Trust Registered Shs of Benef Interest | 0.41 | 5M | Real Estate |
Highwoods Properties Inc | 0.40 | 5M | Real Estate |
United States