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Morningstar

First Trust Small Cap Core AlphaDEX® ETF FYX

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

Morningstar’s Analysis FYX

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

  • 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.

First Trust Small 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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FYX

More FYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hawaiian Electric Industries Inc

0.53 4.8 Mil
Utilities

Customers Bancorp Inc

0.39 3.6 Mil
Financial Services

Ryerson Holding Corp

0.38 3.5 Mil
Industrials

Carpenter Technology Corp

0.36 3.3 Mil
Industrials

Century Communities Inc

0.36 3.3 Mil
Consumer Cyclical

PROG Holdings Inc Ordinary Shares

0.36 3.3 Mil
Industrials

Quanex Building Products Corp

0.35 3.2 Mil
Industrials

Protagonist Therapeutics Inc

0.35 3.2 Mil
Healthcare

Alignment Healthcare Inc

0.35 3.2 Mil
Healthcare

Beazer Homes USA Inc

0.35 3.2 Mil
Consumer Cyclical