FXUFirst Trust Utilities AlphaDEX Fund
FXU Fund Description
FXU tracks a tiered, equal-weighted index of large- and mid-cap 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 mid-caps. 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 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 Economic Development
FXU Performance Statistics
FXU Benchmark Comparison Summary
FXU Benchmark Comparison Market Cap Size