FEM
First Trust Emerging Markets AlphaDEX FundFEM Fund Description
FEM tracks an index of emerging markets companies selected using a quantitative methodology and weighted in tiers.
FEM Factset Analytics Insight
FEM does not promise broad exposure to emerging markets, trying instead to build a portfolio of stocks positioned to outperform. The fund uses a selection methodology focused on growth and value factors to screen firms, and a tiered weighting system to produce a distinct and changing portfolio. FEM doesn't look much like the broad market, with major sector and geographic bets that are liable to change considerably over time, so investors should review the fund's current exposure periodically. In general, the fund has a bias toward midcaps and carries a much smaller average market cap compared to our neutral EM benchmark.While the fund seeks to beat the market, its track record is inconclusive and it has typically taken on more risk than our benchmark. FEM offers middling liquidity: volumes tend to be modest but steady, and spreads are generally manageable if not thin. Block liquidity is excellent for larger investors. FEM's novel exposure doesn't come cheap, and its steep fee poses a considerable performance hurdle.
FEM MSCI ESG Analytics Insight
First Trust Emerging Markets AlphaDEX Fund has an MSCI ESG Fund Rating of B based on a score of 2.24 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 Emerging Markets AlphaDEX Fund ranks in the 4th percentile within its peer group and in the 1st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FEM 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.
FEM Charts And Performance
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FEM Portfolio Data
FEM Index Data
FEM Portfolio Management
FEM Tax Exposures
FEM Fund Structure
FEM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FEM. FEM is rated a 2 out of 5.
FEM Tradability
FEM Sector/Industry Breakdown
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FEM Top 10 Holdings[View All]
FEM Countries
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FEM Regions
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FEM Economic Development
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FEM Performance Statistics
FEM MSCI ESG Ratings
FEM Benchmark Comparison Summary
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FEM Benchmark Comparison Market Cap Size
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