FXD
First Trust Consumer Discretionary AlphaDEX FundFXD Fund Description
FXD tracks an index of large and midcap US Consumer Discretionary stocks. The underlying index uses multifactor selection and tiered equal weighting.
FXD Factset Analytics Insight
FXD aims to outperform rather than match the Consumer Discretionary sector. It uses value and growth screens to select outperforming stocks, then applies tiered equal weighting. Rebalanced every quarter, this fund's process produces significant differences from marketlike sector exposure. The fund has much greater midcap exposure compared to our benchmark, and comes with significant industry tilts. This makes sense given that it seeks higher returns. FXD is undeniably strong in in terms of Tradability, with high volume and low spreads. However, FXD's expense ratio is high for its segment, with high fees. FXD might appeal to those who favor quasi-active selection, but it's less useful for pure play sector exposure.
FXD MSCI ESG Analytics Insight
First Trust Consumer Discretionary AlphaDEX Fund has an MSCI ESG Fund Rating of BBB based on a score of 4.65 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 Consumer Discretionary AlphaDEX Fund ranks in the 25th percentile within its peer group and in the 29th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FXD 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.
FXD Summary Data
FXD Portfolio Data
FXD Index Data
FXD Portfolio Management
FXD Tax Exposures
FXD Fund Structure
FXD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXD. FXD is rated a 5 out of 5.
FXD Tradability
FXD Sector/Industry Breakdown
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FXD Top 10 Holdings[View All]
FXD Countries
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FXD Regions
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FXD Economic Development
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FXD Performance Statistics
FXD MSCI ESG Ratings
FXD Benchmark Comparison Summary
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FXD Benchmark Comparison Market Cap Size
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