FXZ
First Trust Materials AlphaDEX FundFXZ Fund Description
FXZ tracks an index of US basic materials companies that are selected and weighted using a proprietary strategy focused on growth and value metrics.
FXZ Factset Analytics Insight
FXZ utilizes a proprietary strategy to pick the 'best' US basic materials firms. This minimalist approach means the fund is more concentrated than our benchmark, holding fewer than half as many names in its basket. The fund also tilts away from large-caps to the mid- and small-cap end of the cap range. The result is major sector tilts, elevated risk at times, and—to date—no consistent outperformance. FXZ’s expense ratio is higher than the norm, and loose tracking means that realized costs have generally been even higher. The good news is that most investors can access the fund easily, with reasonable daily trading volume and tight spreads. Block liquidity is strong, offering straightforward creation/redemption for larger investors.
FXZ MSCI ESG Analytics Insight
First Trust Materials AlphaDEX Fund has an MSCI ESG Fund Rating of BBB based on a score of 4.39 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 Materials AlphaDEX Fund ranks in the 26th percentile within its peer group and in the 27th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FXZ Charts And Performance
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FXZ Portfolio 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 MSCI ESG Ratings
FXZ Benchmark Comparison Summary
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FXZ 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.