First Trust Financials AlphaDEX Fund


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Основные параметры

Цена последней сделки 37.02
Код ценной бумаги FXO
Полное наименование First Trust Financials AlphaDEX Fund
Объем 742550000000
Изм за день, % -0.0
Комиссия 0.63
Дата основания May 08. 2007
Ссылка ссылка
Тип актива Equity
Индекс StrataQuant Financials Index
Регион North America
Средний P/E 11.52
Дивиденды 2.39
5 летняя доходность 88.79
3 летняя доходность 24.17
Годовая доходность 14.41
Бета 1.22

Топ эмитентов

Эмитент Доля, %
Assured Guaranty Ltd. 1.89
Invesco 1.74
Associated Banc-Corp 1.81
MGIC Investment Corporation 1.64
Unum 1.66
The Bank of New York Mellon 1.7
MetLife 1.66
Franklin Resources 1.65
Hartford Financial Services 1.64
First American Financial Corporation 1.63
Aflac 1.61

Описание First Trust Financials AlphaDEX Fund

This ETF offers exposure to the U.S. financial sector, seeking to replicate an index that employs a unique strategy designed to generate excess returns relative to traditional cap-weighted benchmarks. The underlying AlphaDEX Index employs a quant-based screening methodology designed to identify stocks poised for outperformance. In return for exposure to this strategy, which has historically delivered impressive returns, investors can expect to pay a bit more; FXO's expense ratio is about 50 basis points higher than low cost options for financial exposure such as FFL and XLF. The unique index construction methodology has some other potential advantages; FXO maintains much lower concentration of top holdings than do cap-weighted funds such as XLF. That means that performance isn't as dependent on a handful of large cap stocks, potentially giving a better way to access financials. For those who believe in the merits of the AlphaDEX methodology and willing to pay a little extra for a shot at alpha, FXO might be worth a closer look.