FKU
First Trust United Kingdom AlphaDEX FundFKU Fund Description
The First Trust United Kingdom AlphaDex Fund tracks a tiered equal-weighted index of 75 companies selected from the S&P United Kingdom BMI based on the S&P's AlphaDex selection methodology.
FKU Factset Analytics Insight
FKU aims to outperform the UK market by using a quantitative model to select about 75 stocks out of a broad UK equity index. It then ranks these stocks based on their attractiveness and weights them equally within quintiles. It reconstitutes and rebalances its portfolio semiannually to maintain exposure to expected outperformers. As you'd expect, its coverage looks very different from our benchmark, with massive sector bets at times and a heavy midcap tilt. These departures from neutral exposure have actually reduced the fund's riskiness, however. FKU's liquidity is fairly weak, with few shares changing hands most days, and large spreads. Underlying liquidity is better for block trades, however. The fund's expense ratio is high for a UK-focused ETF, and the fund tends to lag its index by even more than its fee, so investors should be wary of FKU's holding costs.
FKU 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 October 17, 2018 the First Trust United Kingdom AlphaDEX Fund MSCI ESG Fund Quality Score is 6.73 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. FKU ranks in the 31st percentile within its peer group and in the 88th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
FKU CHARTS AND PERFORMANCE
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FKU Top 10 Countries
FKU Top 10 Sectors
FKU Top 10 Holdings [View All]
FKU Portfolio Data
FKU Index Data
FKU Portfolio Management
FKU Tax Exposures
FKU Fund Structure
FKU 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[View All]
FKU Countries
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FKU Regions
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FKU Economic Development
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FKU Performance Statistics
FKU MSCI ESG Ratings
FKU BENCHMARK COMPARISON SUMMARY
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FKU BENCHMARK COMPARISON MARKET CAP SIZE
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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.