First Trust Large Cap Core AlphaDEX Fund

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Основные параметры

Цена последней сделки 77.27
Код ценной бумаги FEX
Полное наименование First Trust Large Cap Core AlphaDEX Fund
Объем 1048000000
Изм за день, % 0.01
Комиссия 0.60
Дата основания May 08. 2007
Ссылка ссылка
Тип актива Equity
Индекс Defined Large Cap Core Index
Регион North America
Средний P/E 22.47
Дивиденды 1.15
5 летняя доходность 109.67
3 летняя доходность 30.71
Годовая доходность 18.10
Бета 1.14

Топ эмитентов

Эмитент Доля, %
Roku 0.56
ETSY 0.53
Tesla 0.51
Moderna 0.51
Exxon Mobil 0.51
Teradyne 0.5
Applied Materials 0.54
General Motors 0.56
Lam Research Corporation 0.52
Exact Sciences Corporation 0.48
Micron Technology, Inc. 0.49
Lumen Technologies 0.48
Qorvo 0.48
Twilio Inc. 0.48

Описание First Trust Large Cap Core AlphaDEX Fund

This ETF offers exposure to the large cap sector of the U.S. equity market, making it one of many options for accessing an asset class that receives significant allocations in many portfolios. As such, FEX will appeal primarily to investors constructing exposure for the long term, and won't be of much use to short-term focused traders. This ETF is one of the AlphaDEX products from First Trust, linked to an index that utilizes rules-based quantitative screens to identify companies that are poised to outperform broad-based cap-weighted benchmarks. The AlphaDEX products have an impressive track record compared to funds such as SPY, though the historical period is somewhat limited. Investors convinced by the stellar performance and underlying methodology may prefer FEX as a tool for accessing large cap U.S. stocks, while those who believe in perfectly efficient markets and focus on minimizing fees will want to look elsewhere. This fund's expense ratio is considerably higher than other options such as SPY or VOO.