Morningstar

First Trust Industrials/Producer Durables AlphaDEX® Fund FXR

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

Morningstar’s Analysis FXR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Indtls/PrdcrDurbAlphaDEX®ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FXR

More FXR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransUnion

1.35 9M
Financial Services

Genpact Ltd

1.29 9M
Technology

Amentum Holdings Inc

1.27 9M
Industrials

ADT Inc

1.18 8M
Industrials

Silgan Holdings Inc

1.17 8M
Consumer Cyclical

Fidelity National Information Services Inc

1.17 8M
Technology

Amcor PLC Ordinary Shares

1.15 8M
Consumer Cyclical

Sunbelt Rentals Holdings Inc

1.13 8M
Industrials

Fiserv Inc

1.11 8M
Technology

Midera Food Processing Inc

1.10 8M
Industrials

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