FXL
First Trust Technology AlphaDEX FundFXL Fund Description
FXL tracks a tiered equal-weighted index of U.S. technology firms.
FXL Factset Analytics Insight
FXL attempts to outperform the broad-based US technology market, selecting securities based on their growth and value factors and skewing away from neutral coverage. Its tiered equal-weighting scheme overweights semiconductor companies and underweights larger software and IT services firms. You see this in FXL's average market cap, which is much smaller than our benchmark's. Despite FXL's complex methodology, the fund does not reliably outperform the market and often lags it. A fairly liquid fund, FXL trades in decent volume at reasonable spreads. Larger investors should see even better liquidity. FXL is expensive to hold, however, charging a very high fee for its segment, though it does track its index well.
FXL 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 February 19, 2019 the First Trust Technology AlphaDEX Fund MSCI ESG Fund Quality Score is 5.12 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. FXL ranks in the 27th percentile within its peer group and in the 37th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
FXL CHARTS AND PERFORMANCE
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FXL Top 10 Countries
FXL Top 10 Sectors
FXL Top 10 Holdings [View All]
FXL Portfolio Data
FXL Portfolio Management
FXL Tax Exposures
FXL Fund Structure
FXL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXL. FXL is rated a 5 out of 5.
FXL Tradability
FXL Sector/Industry Breakdown
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FXL TOP 10 HOLDINGS[View All]
FXL Countries
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FXL Regions
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FXL Economic Development
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FXL Performance Statistics
FXL MSCI ESG Ratings
FXL BENCHMARK COMPARISON SUMMARY
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FXL 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.