Morningstar

First Trust Financials AlphaDEX® ETF FXO

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

Morningstar’s Analysis FXO

Will FXO 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KKR & Co Inc Ordinary Shares

1.88 17.2 Mil
Financial Services

Jefferies Financial Group Inc

1.85 16.9 Mil
Financial Services

Progressive Corp

1.83 16.7 Mil
Financial Services

RenaissanceRe Holdings Ltd

1.81 16.5 Mil
Financial Services

MGIC Investment Corp

1.77 16.2 Mil
Financial Services

Cincinnati Financial Corp

1.72 15.7 Mil
Financial Services

Janus Henderson Group PLC

1.71 15.6 Mil
Financial Services

Affiliated Managers Group Inc

1.71 15.6 Mil
Financial Services

Berkshire Hathaway Inc Class B

1.68 15.3 Mil
Financial Services

Arch Capital Group Ltd

1.68 15.3 Mil
Financial Services

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