FXO
First Trust Financials AlphaDEX FundFXO Fund Description
FXO seeks to outperform the US financials sector by tracking a proprietary index of stocks selected from the Russell 1000 Financial Services Index.
FXO Factset Analytics Insight
FXO attempts to beat the US financials market, though its results may not be consistent. It applies a quant model to the financials universe in hopes of picking winners by determining the degree to which firms outperform or underperform on a risk-adjusted basis relative to the index benchmark, then equal-weighting them in tiers. This method leads FXO to a perpetual mid-cap bias, and tilts it to different sectors than you'd see in our benchmark, including non-financials. Its exposure is, by design, not very market-like. FXO is highly Tradable, with stronger underlying liquidity. However, it's an expensive fund to hold, with some of the highest fees in its segment and a median performance difference that significantly higher than its expense ratio.
FXO MSCI ESG Analytics Insight
First Trust Financials AlphaDEX Fund has an MSCI ESG Fund Rating of BB based on a score of 3.25 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 Financials AlphaDEX Fund ranks in the 10th percentile within its peer group and in the 12nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FXO CHARTS AND PERFORMANCE
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FXO Top 10 Countries
FXO Top 10 Sectors
FXO Top 10 Holdings [View All]
FXO Portfolio 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 MSCI ESG Ratings
FXO BENCHMARK COMPARISON SUMMARY
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FXO 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.