FXGFirst Trust Consumer Staples AlphaDEX Fund
FXG Fund Description
FXG tracks an index of large- and midcap US consumer staples stocks. The underlying index uses multi-factor selection and tiered equal-weighting.
FXG Factset Analytics Insight
FXG aims to pick winners in the US consumer staples sector, instead of going for market-like exposure. Its quant-based model weeds out underperforming stocks in the Russell 1000 using value and growth screeners. The chosen stocks are then weighted using a tiered equal-weighting scheme. FXG’s resulting basket can show some significant cap-tilts and sector biases. The index is reconstituted and rebalanced on a quarterly basis.
FXG MSCI ESG Analytics Insight
First Trust Consumer Staples AlphaDEX Fund has an MSCI ESG Fund Rating of AAA based on a score of 8.73 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 Staples AlphaDEX Fund ranks in the 87th percentile within its peer group and in the 77th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FXG 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.
FXG Summary Data
FXG Portfolio Data
FXG Index Data
FXG Portfolio Management
FXG Tax Exposures
FXG Fund Structure
FXG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXG. FXG is rated a 5 out of 5.
FXG Sector/Industry Breakdown
FXG Top 10 Holdings[View All]
FXG Economic Development
FXG Performance Statistics
FXG MSCI ESG Ratings
FXG Benchmark Comparison Summary
FXG Benchmark Comparison Market Cap Size