Morningstar

First Trust Consumer Discretionary AlphaDEX® Fund FXD

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

Morningstar’s Analysis FXD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Cnsmr Discret AlphaDEX® ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FXD

More FXD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dillard's Inc Class A

1.98 5M
Consumer Cyclical

Gap Inc

1.97 5M
Consumer Cyclical

SharkNinja Inc

1.91 5M
Consumer Cyclical

Fox Corp Class A

1.90 5M
Communication Services

Mattel Inc

1.76 4M
Consumer Cyclical

Lyft Inc Class A

1.69 4M
Technology

Duolingo Inc

1.65 4M
Technology

Macy's Inc

1.57 4M
Consumer Cyclical

Thor Industries Inc

1.49 4M
Consumer Cyclical

Ollie's Bargain Outlet Holdings Inc

1.48 4M
Consumer Defensive

Sponsor Center