FBZFirst Trust Brazil AlphaDEX Fund
FBZ Fund Description
FBZ tracks an index weighted in tiers and selected using growth and value factors.
FBZ Factset Analytics Insight
FBZ does not attempt to provide neutral exposure to Brazil, instead it tries to select firms best positioned to outperform the market. This gives it a significant small- and midcap tilt and a choice for those investors willing to assume the increased risks of its portfolio. Sector bets also drive a slightly increased beta. To construct its portfolio, the fund will select 50 stocks with the highest selection score based on growth and value factors. These are then split into quintiles, with higher scoring quintiles receiving greater weight in the index. Weighting constraints are also set at 15% above the sector/country percentages of the base index. The fund is rebalanced and reconstituted semi-annually.
FBZ Portfolio Data
FBZ Index Data
FBZ Portfolio Management
FBZ Tax Exposures
FBZ Fund Structure
FBZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FBZ. FBZ is rated a 4 out of 5.
FBZ Sector/Industry Breakdown
FBZ Top 10 Holdings[View All]
FBZ Economic Development
FBZ Performance Statistics
FBZ Benchmark Comparison Summary
FBZ Benchmark Comparison Market Cap Size