FXUFirst Trust Utilities AlphaDEX Fund
FXU Fund Description
FXU tracks a tiered, equal-weighted index of large- and midcap utility firms in the US. Holdings are selected and weighted based on growth and value metrics.
FXU Factset Analytics Insight
FXU uses a quant-based model to pick stocks that are predicted to outperform the broader US utilities market. In particular, the fund selects companies based on their value and growth factors, and then weights them equally in tiers. This process favors firms on the extreme ends of the style spectrum, and results to a portfolio that has a significant tilt toward midcaps. FXU also includes a large allocation to telecom companies. Overall, the fund offers a “smart beta” approach to the US utilities space, instead of providing market-like sector exposure. The index is reconstituted and rebalanced quarterly.
FXU MSCI ESG Analytics Insight
First Trust Utilities AlphaDEX Fund has an MSCI ESG Fund Rating of AAA based on a score of 8.58 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 Utilities AlphaDEX Fund ranks in the 85th percentile within its peer group and in the 89th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FXU 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.
FXU Summary Data
FXU Portfolio Data
FXU Index Data
FXU Portfolio Management
FXU Tax Exposures
FXU Fund Structure
FXU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXU. FXU is rated a 5 out of 5.
FXU Sector/Industry Breakdown
FXU Top 10 Holdings[View All]
FXU Economic Development
FXU Performance Statistics
FXU MSCI ESG Ratings
FXU Benchmark Comparison Summary
FXU Benchmark Comparison Market Cap Size