Morningstar

First Trust Financials AlphaDEX® Fund FXO

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

Morningstar’s Analysis FXO

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Financials 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 FXO

More FXO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MarketAxess Holdings Inc

2.46 25M
Financial Services

FactSet Research Systems Inc

2.05 21M
Financial Services

Lincoln National Corp

1.91 20M
Financial Services

The Travelers Companies Inc

1.86 19M
Financial Services

Central Bancompany Inc Class A

1.76 18M
Financial Services

Everest Group Ltd

1.75 18M
Financial Services

RenaissanceRe Holdings Ltd

1.73 18M
Financial Services

American International Group Inc

1.72 18M
Financial Services

Berkshire Hathaway Inc Class B

1.70 17M
Financial Services

Interactive Brokers Group Inc Class A

1.67 17M
Financial Services

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