Key stats
About First Trust Industrials AlphaDEX
Expense ratio
0.61%
Home page
Inception date
May 8, 2007
FXR uses a quant-based model to select industrial stocks it believes will outperform the broad industrials sector. The funds tiered equal-weighting scheme tilts the fund toward mid-cap companies. Aside from considerably less exposure to some of the segment giants, FXR also has pronounced sector bets. Overall, the fund offers a smart beta approach to the US industrials space, instead of providing market-like exposure. The index is reconstituted and rebalanced on a quarterly basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Producer Manufacturing
Electronic Technology
Transportation
Process Industries
Stocks99.93%
Producer Manufacturing26.08%
Electronic Technology12.18%
Transportation10.57%
Process Industries10.05%
Finance9.48%
Commercial Services8.98%
Industrial Services5.11%
Distribution Services4.27%
Non-Energy Minerals3.74%
Technology Services3.42%
Consumer Durables2.95%
Utilities1.34%
Retail Trade0.97%
Consumer Services0.79%
Bonds, Cash & Other0.07%
Mutual fund0.07%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history