FKU First Trust United Kingdom AlphaDEX Fund
What is FKU?
FKU tracks a tiered equal-weighted index of 75 companies selected based on NASDAQ’s AlphaDEX selection methodology.
FKU Factset Analytics Insight
FKU aims to outperform the broad UK equity market through the use of the AlphaDEX selection methodology. The fund starts by assigning both growth and value scores to NASDAQ United Kingdom Index (parent index) constituents. Growth score is measured by 3-, 6- and 12-month price appreciation, sales-to-price, and 1-year sales growth, whereas value score is calculated by book value-to-price, cash flow-to-price, and return-on-assets. Securities are then identified as either a value or growth stock based on its best style rank which will also be used as its selection score. The top 75 names based on selection score are included in the fund’s portfolio. Selected securities are then split into quintiles based on their selection scores, with higher scoring quintiles receiving a greater weight. Securities are equally-weighted within each quintile. To limit concentration, the fund employs sector constraints relative to its parent index. The Index is rebalanced and reconstituted semi-annually.
FKU Summary Data
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FKU Portfolio Data
FKU Index Data
FKU Portfolio Management
FKU Tax Exposures
FKU Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FKU. FKU is rated a 4 out of 5.
FKU Tradability
FKU Sector/Industry Breakdown
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FKU Top 10 Holdings
FKU Performance Statistics
FKU Countries
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FKU Regions
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FKU Economic Development
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FKU Benchmark Comparison Summary
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FKU Benchmark Comparison Market Cap Size
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