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
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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 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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