FXU
First Trust Utilities AlphaDEX FundFXU Fund Description
FXU tracks a tiered equal-weighted index of US utilities firms selected from the Russell 1000.
FXU Factset Analytics Insight
FXU uses a quant model to select stocks that it believes will outperform the broader US utilities market. It selects and weights securities in tiers based on their value and growth factors, and favors firms on the extreme ends of the style spectrum. The resulting portfolio has a significant tilt toward midcaps. Additionally, FXU includes a large allocation to telecom companies, which our benchmark excludes from the utilities universe. FXU sees generally brisk trading, with solid volume and narrow spreads for retail investors, while larger investors should find ample underlying liquidity for bulk trades. FXU is expensive for its segment however, and has had trouble with consistent tracking, so holding costs are less predictable than we'd like.
FXU MSCI ESG Analytics Insight
First Trust Utilities AlphaDEX Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.27 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 47th percentile within its peer group and in the 12nd 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 CHARTS AND PERFORMANCE
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FXU Portfolio 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 Tradability
FXU Sector/Industry Breakdown
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FXU TOP 10 HOLDINGS[View All]
FXU Countries
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FXU Regions
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FXU Economic Development
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FXU Performance Statistics
FXU MSCI ESG Ratings
FXU BENCHMARK COMPARISON SUMMARY
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FXU 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.