FCA
First Trust China AlphaDEX FundFCA Fund Description
FCA tracks the Defined China Index. The alpha-seeking index employs a quantitative methodology to select stocks based on both value and growth factors.
FCA Factset Analytics Insight
FCA offers broad China exposure with a twist—it implements its AlphaDex methodology to select a concentrated portfolio of 50 stocks from the S&P China BMI universe based on a number of growth and value factors. FCA's alpha-seeking methodology doesn't come cheap—its expense ratio is one of the highest in the segment. Still, FCA is a breath of fresh air for those wanting to shy away from China Mobile and the 'big 4' Chinese state-owned banks that carry such a heavy hand in most China ETFs—none of those companies currently sits in the fund's basket. The fund's tiered equal-weighting structure contributes to its significant mid- and small-cap exposure. Investors should also pay close attention to FCA's trading costs—wide spreads hurt tradability.
FCA MSCI ESG Analytics Insight
First Trust China AlphaDEX Fund has an MSCI ESG Fund Rating of B based on a score of 2.78 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust China AlphaDEX Fund ranks in the 5th percentile within its peer group and in the 19th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FCA MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
FCA Charts And Performance
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FCA Summary Data
FCA Portfolio Data
FCA Index Data
FCA Portfolio Management
FCA Tax Exposures
FCA Fund Structure
FCA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FCA. FCA is rated a 3 out of 5.
FCA Tradability
FCA Sector/Industry Breakdown
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FCA Top 10 Holdings[View All]
FCA Countries
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FCA Regions
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FCA Economic Development
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FCA Performance Statistics
FCA MSCI ESG Ratings
FCA Benchmark Comparison Summary
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FCA Benchmark Comparison Market Cap Size
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