FXZ
First Trust Materials AlphaDEX FundFXZ Fund Description
FXZ tracks a tiered, equal-weighted index of large- and mid-cap basic materials firms in the US. Holdings are selected and weighted based on growth and value metrics.
FXZ Factset Analytics Insight
FXZ utilizes a quant-driven strategy to pick the 'best' basic materials firms in the US, using growth and value screeners. This minimalist approach, combined with a tiered equal-weighting scheme, leads to a concentrated portfolio that tilts away from large-caps and leans toward mid-caps. The result is major sector tilts, with elevated risk at times. Overall, FXZ offers a “smart beta” approach to the US basic materials space, instead of providing market-like sector exposure. The index is reconstituted and rebalanced quarterly
FXZ Summary Data
FXZ Portfolio Data
FXZ Index Data
FXZ Portfolio Management
FXZ Tax Exposures
FXZ Fund Structure
FXZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXZ. FXZ is rated a 5 out of 5.
FXZ Tradability
FXZ Sector/Industry Breakdown
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FXZ Top 10 Holdings[View All]
FXZ Countries
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FXZ Regions
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FXZ Economic Development
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FXZ Performance Statistics
FXZ Benchmark Comparison Summary
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FXZ Benchmark Comparison Market Cap Size
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