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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-cheapest 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

Alpine Immune Sciences Inc

0.55 4.6 Mil
Healthcare

Vital Energy

0.36 3.0 Mil
Energy

Cimpress PLC

0.35 2.9 Mil
Communication Services

RxSight Inc

0.35 2.9 Mil
Healthcare

Cal-Maine Foods Inc

0.35 2.9 Mil
Consumer Defensive

PROCEPT BioRobotics Corp

0.35 2.9 Mil
Healthcare

Archrock Inc

0.34 2.9 Mil
Energy

CNX Resources Corp

0.34 2.8 Mil
Energy

REV Group Inc

0.34 2.8 Mil
Industrials

Comstock Resources Inc

0.34 2.8 Mil
Energy