First Trust Industrials/Producer Durables AlphaDEX Fund
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Основные параметры
Цена последней сделки | 51.9 |
---|---|
Код ценной бумаги | FXR |
Полное наименование | First Trust Industrials/Producer Durables AlphaDEX Fund |
Объем | 367830000000 |
Изм за день, % | -0.01 |
Комиссия | 0.63 |
Дата основания | May 08. 2007 |
Ссылка | ссылка |
Тип актива | Equity |
Индекс | StrataQuant Industrials Index |
Регион | North America |
Средний P/E | 24.43 |
Дивиденды | 1.01 |
5 летняя доходность | 124.08 |
3 летняя доходность | 26.14 |
Годовая доходность | 14.94 |
Бета | 1.33 |
Топ эмитентов
Эмитент | Доля, % |
---|---|
United Rentals | 1.44 |
Quanta | 1.35 |
Square | 1.33 |
Generac Holdings Inc. | 1.45 |
Zebra Technologies Corporation | 1.35 |
XPO Logistics | 1.33 |
General Dynamics Corporation | 1.32 |
Snap-on | 1.3 |
Описание First Trust Industrials/Producer Durables AlphaDEX Fund
This ETF offers exposure to the U.S. industrials sector, a corner of the domestic market that includes transportation firms, providers of commercial and professional services, and manufacturers of capital goods. Given the sector-specific focus, FXR likely doesn't deserve a core allocation, but may be useful as a means of implementing a tactical tilt towards the industrials sector. FXR seeks 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; FXR's expense ratio is about 50 basis points higher than low cost options for industrials exposure such as FIL and XLI. The unique index construction methodology has some other potential advantages; FXR maintains much lower concentration of top holdings than do cap-weighted funds such as XLI. That means that performance isn't as dependent on a handful of large cap stocks, potentially giving a better way to access industrials. For those who believe in the merits of the AlphaDEX methodology and willing to pay a little extra for a shot at alpha, FXR might be worth a closer look. Those looking to keep a cap on expenses and simply own the broader market have cheaper options available to them.