FXO First Trust Financials AlphaDEX Fund
FXO Fund Description
FXO tracks an index of large- and mid-cap US financials stocks. The underlying index uses multi-factor selection and tiered equal-weighting.
FXO Factset Analytics Insight
FXO attempts to beat the US financials market, instead of providing a market-like sector exposure. The fund applies a quant-based model to the Russell 1000 financials universe—it hopes to pick winners by determining the degree to which firms outperform or underperform on a risk-adjusted basis relative to the benchmark. The fund then equal-weights the chosen outperforming stocks in tiers. This method leads FXO to a perpetual mid-cap bias, and tilts it to different sectors, including non-financials. The index is reconstituted and rebalanced quarterly.
FXO Summary Data
FXO Portfolio Data
FXO Index Data
FXO Portfolio Management
FXO Tax Exposures
FXO Fund Structure
FXO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXO. FXO is rated a 5 out of 5.
FXO Tradability
FXO Sector/Industry Breakdown
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FXO Top 10 Holdings[View All]
FXO Countries
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FXO Regions
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FXO Economic Development
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FXO Performance Statistics
FXO Benchmark Comparison Summary
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FXO Benchmark Comparison Market Cap Size
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