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 multi-factor selection and tiered equal-weighting.
FXD Factset Analytics Insight
FXD aims to outperform rather than match the US consumer discretionary sector. It uses value and growth screens to select outperforming stocks in the Russell 1000, and weights these stocks equally in tiers. The fund's methodology produces significant differences from market-like sector exposure. In fact, the fund has huge midcap exposure and significant industry tilts. This makes sense given that FXD seeks higher returns. The fund might appeal to those who favor quasi-active selection, but it is less useful for pure-play sector exposure. The index is reconstituted and rebalanced quarterly.
FXD MSCI ESG Analytics Insight
First Trust Consumer Discretionary AlphaDEX Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.56 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 35th percentile within its peer group and in the 47th 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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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.