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Morningstar

First Trust Cnsmr Staples AlphaDEX® ETF FXG

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

Morningstar’s Analysis FXG

Will FXG outperform in 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.

First Trust Cnsmr Staples AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bunge Global SA

4.28 17.5 Mil
Consumer Defensive

Freshpet Inc

4.28 17.5 Mil
Consumer Defensive

Darling Ingredients Inc

4.20 17.1 Mil
Consumer Defensive

Pilgrims Pride Corp

4.20 17.1 Mil
Consumer Defensive

McKesson Corp

4.17 17.0 Mil
Healthcare

Molson Coors Beverage Co Shs -B- Non-Voting

4.16 17.0 Mil
Consumer Defensive

Seaboard Corp

4.14 16.9 Mil
Industrials

Casey's General Stores Inc

4.06 16.5 Mil
Consumer Cyclical

Archer-Daniels Midland Co

3.47 14.1 Mil
Consumer Defensive

Post Holdings Inc

3.35 13.7 Mil
Consumer Defensive