FXN First Trust Energy AlphaDEX Fund
What is FXN?
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
Peers
Fund Flows
FXN Portfolio Data
FXN Index Data
FXN Portfolio Management
FXN Tax Exposures
FXN Fund Structure
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
Benchmark
FXN Top 10 Holdings
FXN Performance Statistics
FXN Countries
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FXN Regions
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FXN Economic Development
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FXN Benchmark Comparison Summary
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FXN Benchmark Comparison Market Cap Size
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