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
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of February 20, 2019 the First Trust Industrials/Producer Durables AlphaDEX Fund MSCI ESG Fund Quality Score is 5.26 out of 10.
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. FXR ranks in the 23th percentile within its peer group and in the 41st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
FXR CHARTS AND PERFORMANCE
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FXR Top 10 Countries
FXR Top 10 Sectors
FXR Top 10 Holdings [View All]
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 TOP 10 HOLDINGS[View All]
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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Terms of Use
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.