Home   Logon   Mobile Site   Research and Commentary   About Us   Call 1.800.621.1675 or Email Us       Follow First Trust: 

Search by Ticker, Keyword or CUSIP       
 
 

First Trust ETFs Rated 4 or 5 Stars by Morningstar

The following First Trust ETFs have received a four or five star Morningstar RatingTM. ETFs are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving a single star. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Morningstar Ratings are as of 6/30/2015.

Click on the fund name for additional information and quarterly standardized performance returns.

Morningstar Ratings Fund Category Number of funds
in Category
Fund Name Ticker Overall Rating 3 yr. Rating 5 yr. Rating 10 yr. Rating   3 yr. 5 yr. 10 yr.
First Trust Asia Pacific Ex-Japan AlphaDEX® Fund FPA 4 Stars 4 Stars N/A N/A Pacific/Asia ex-Japan Stk 75 36 20
First Trust Capital Strength ETF FTCS 4 Stars 5 Stars 4 Stars N/A Large Value 1185 1045 734
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 5 Stars 4 Stars N/A Consumer Defensive 24 21 8
First Trust Developed Markets Ex-US AlphaDEX® Fund FDT 4 Stars 4 Stars N/A N/A Foreign Large Blend 668 584 331
First Trust Dow Jones Internet Index Fund FDN 5 Stars 5 Stars 5 Stars N/A Technology 198 190 155
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 5 Stars 5 Stars N/A N/A Diversified Emerging Mkts 549 351 167
First Trust Europe AlphaDEX® Fund FEP 4 Stars 4 Stars N/A N/A Europe Stock 85 78 63
First Trust Financials AlphaDEX® Fund FXO 4 Stars 4 Stars 4 Stars N/A Financial 92 85 68
First Trust ISE Global Copper Index Fund CU 5 Stars 5 Stars 5 Stars N/A Equity Precious Metals 71 68 51
First Trust ISE Global Platinum Index Fund PLTM 4 Stars 5 Stars 3 Stars N/A Equity Precious Metals 71 68 51
First Trust Large Cap Growth AlphaDEX® Fund FTC 4 Stars 5 Stars 4 Stars N/A Large Growth 1533 1317 918
First Trust Materials AlphaDEX® Fund FXZ 4 Stars 5 Stars 4 Stars N/A Natural Resources 133 106 54
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 4 Stars N/A Mid-Cap Growth 657 585 451
First Trust NASDAQ CEA Smartphone Index Fund FONE 4 Stars 4 Stars N/A N/A Technology 198 190 155
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 4 Stars 5 Stars 4 Stars N/A Large Growth 1533 1317 918
First Trust NASDAQ-100 Ex-Technology Sector Index Fund QQXT 5 Stars 5 Stars 5 Stars N/A Large Growth 1533 1317 918
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars N/A N/A Equity Energy 83 77 50
First Trust NYSE Arca Biotechnology Index Fund FBT 4 Stars 5 Stars 4 Stars N/A Health 123 117 97
First Trust Small Cap Value AlphaDEX® Fund FYT 4 Stars 4 Stars N/A N/A Small Value 365 305 198
First Trust US IPO Index Fund FPX 5 Stars 5 Stars 5 Stars N/A Large Growth 1533 1317 918
First Trust Value Line® Dividend Index Fund FVD 4 Stars 3 Stars 4 Stars 5 Stars Large Value 1185 1045 734

You should consider the fund's investment objectives, risks, and charges and expenses carefully before investing. You can download a prospectus or summary prospectus, or contact First Trust Portfolios L.P. at 1-800-621-1675 to request a prospectus or summary prospectus which contains this and other information about the fund. The prospectus or summary prospectus should be read carefully before investing.

The Morningstar RatingTM is provided for those exchange-traded funds ("ETFs") with at least a three-year history. Ratings are based on the ETF's Morningstar Risk-Adjusted Return measure which accounts for variation in monthly performance, placing more emphasis on downward variations and rewarding consistent performance. An ETF's risk-adjusted return includes a brokerage commission estimate. This estimate is intended to reflect what an average investor would pay when buying or selling an ETF. PLEASE NOTE, this estimate is subject to change and the actual brokerage commission an investor pays may be higher or lower than this estimate. Morningstar compares each ETF's risk-adjusted return to the open-end mutual fund rating breakpoints for that category. Consistent with the open-end mutual fund ratings, the top 10% of ETFs in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The overall rating for an ETF is based on a weighted average of the time-period ratings (e.g., the ETF's 3,5, and 10 year rating). The determination of an ETF's rating does not affect the retail open end mutual fund data published by Morningstar. Past performance is no guarantee of future results.

©2015 Morningstar, Inc. All Rights Reserved. The Morningstar RatingTM information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
Home |  Important Legal Information |  Privacy Policy |  Business Continuity Plan
Copyright © 2015 All rights reserved.