Key stats
About First Trust Mid Cap Value AlphaDEX Fund
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Inception date
Apr 19, 2011
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
First Trust Advisors LP
Distributor
First Trust Portfolios LP
FNK offers an alternative take on US mid-cap value stocks. Its quant-based methodology attempts to outperform the space by selecting stocks from its base index NASDAQ US 600 Mid Cap Index and screens it for value factors. The resulting underlying index portfolio includes 225 stocks with value factors such as price/book value, price/cash flow and return on assets. The stocks are further divided equally into quintiles after the value screens, overweighting the highest scoring securities. The index is reconstituted and rebalanced quarterly. Prior to April 8, 2016, the Funds tracked the Defined Mid Cap Value Index, the universe may differ slightly but the factors and methodology are the same.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.