FXD
First Trust Consumer Discretionary AlphaDEX FundFXD Fund Description
FXD tracks an index of large- and mid-cap 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 mid-cap 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 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 Benchmark Comparison Summary
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FXD Benchmark Comparison Market Cap Size
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