FCA
First Trust China AlphaDEX FundFCA Fund Description
The First Trust China AlphaDex Fund 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
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 20, 2018 the First Trust China AlphaDEX Fund MSCI ESG Fund Quality Score is 3.10 out of 10.
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. FCA ranks in the 18th percentile within its peer group and in the 1st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
FCA CHARTS AND PERFORMANCE
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FCA Top 10 Countries
FCA Top 10 Sectors
FCA Top 10 Holdings [View All]
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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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.