FXN
First Trust Energy AlphaDEX FundFXN Fund Description
FXN tracks an index of large- and mid-cap US energy stocks. The underlying index uses multi-factor selection and tiered equal-weighting.
FXN Factset Analytics Insight
FXN doesn't aim to represent the broad US energy space. Instead, it tries to pick winners by employing a quant-based model and tiered equal-weighting scheme. The resulting portfolio is heavily tilted toward mid-caps. The fund also comes with heavy industry tilts, away from large integrated oil & gas companies, and overweights smaller-cap industries such as drilling & exploration. The resulting beta is relatively risky but understandable in light of the fund’s strategy. The index is reconstituted and rebalanced on a quarterly basis.
FXN Summary Data
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FXN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXN. FXN is rated a 5 out of 5.
FXN Tradability
FXN Sector/Industry Breakdown
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FXN Top 10 Holdings[View All]
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FXN Benchmark Comparison Market Cap Size
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