Morningstar

First Trust Multi Cap Growth AlphaDEX® Fund FAD

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

Morningstar’s Analysis FAD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Multi Cap Gr AlphaDEX® ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well 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 FAD

More FAD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SharkNinja Inc

0.50 3M
Consumer Cyclical

NetApp Inc

0.49 3M
Technology

Expeditors International of Washington Inc

0.49 3M
Industrials

Okta Inc Class A

0.49 3M
Technology

Medpace Holdings Inc

0.49 3M
Healthcare

Workday Inc Class A

0.49 3M
Technology

Everpure Inc Class A

0.48 3M
Technology

Expedia Group Inc

0.48 3M
Consumer Cyclical

Fortinet Inc

0.47 3M
Technology

Agilent Technologies Inc

0.47 3M
Healthcare

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