FXR
First Trust Industrials/Producer Durables AlphaDEX FundFXR Fund Description
FXR tracks a quant-driven, tiered, equal-weighted index that select U.S. industrial stocks likely to outperform the sector.
FXR Factset Analytics Insight
FXR uses a quant model to select industrial stocks it believes will outperform the broad sector. Its tiered equal-weighting scheme tilts the fund toward midcap companies and produces a riskier portfolio with low P/E and P/B ratios. This means it diverges quite a bit from our benchmark, with pronounced sector bets, and considerably less exposure to some of the segment giants you'll find in a more market-like fund. FXR enjoys excellent onscreen liquidity, with significant daily trading and very small spreads. Its liquid underlying basket helps keep creation costs low as well. However, FXR suffers from a fairly high expense ratio for the large-cap space, and while tracking has been in line with its fee, it generates considerable drag on performance.
FXR MSCI ESG Analytics Insight
First Trust Industrials/Producer Durables AlphaDEX Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.66 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 Industrials/Producer Durables AlphaDEX Fund ranks in the 58th percentile within its peer group and in the 52nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FXR MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
FXR Charts And Performance
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FXR Portfolio Data
FXR Portfolio Management
FXR Tax Exposures
FXR Fund Structure
FXR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXR. FXR is rated a 5 out of 5.
FXR Tradability
FXR Sector/Industry Breakdown
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FXR Countries
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FXR Regions
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FXR Economic Development
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FXR Performance Statistics
FXR MSCI ESG Ratings
FXR Benchmark Comparison Summary
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FXR 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.