Morningstar

First Trust Consumer Staples AlphaDEX® Fund FXG

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

Morningstar’s Analysis FXG

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

  • People Pillar

    The People Pillar is our evaluation of the FXG 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 FXG’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 Staples 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

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Portfolio Holdings FXG

More FXG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ingredion Inc

4.57 9M
Consumer Defensive

Freshpet Inc

4.46 9M
Consumer Defensive

JBS NV Ordinary Shares - Class A

4.18 8M
Consumer Defensive

General Mills Inc

4.15 8M
Consumer Defensive

Pilgrims Pride Corp

4.09 8M
Consumer Defensive

Seaboard Corp

4.04 8M
Industrials

McCormick & Co Inc Ordinary Shares (Non Voting)

3.99 8M
Consumer Defensive

Coca-Cola Consolidated Inc

3.58 7M
Consumer Defensive

Cardinal Health Inc

3.54 7M
Healthcare

Smithfield Foods Inc

3.49 7M
Consumer Defensive

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