FEMSFirst Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS Fund Description
FEMS aims to outperform other index funds by selecting small-cap emerging markets securities using quantitative metrics.
FEMS Factset Analytics Insight
FEMS tries to outperform the competition by using a multi-factor selection methodology to choose the best-performing stocks. It makes sizable country bets, notably excluding South Korea. FEMS scores each potential holding by both value (book value-to-price, cash flow-to-price and return on assets) and growth (3-, 6- and 12-month price appreciation, sales-to-price and 1-year sales growth) characteristics, then ranks stocks by whichever trait scores highest. It takes the top 200 names, broken into equal-weighted quintiles, weighting higher-scoring quintiles more heavily. The fund makes many sector bets, but those bets are liable to change with time, so its exposure bears watching.
FEMS 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.
FEMS Portfolio Data
FEMS Index Data
FEMS Portfolio Management
FEMS Tax Exposures
FEMS Fund Structure
FEMS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FEMS. FEMS is rated a 1 out of 5.
FEMS Sector/Industry Breakdown
FEMS Top 10 Holdings[View All]
FEMS Economic Development
FEMS Performance Statistics
FEMS Benchmark Comparison Summary
FEMS Benchmark Comparison Market Cap Size