FXO

First Trust Financials AlphaDEX Fund

$66.09

0.49%
CategoryFinancial Services

The fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

Source: Yahoo Finance
Q-Score39/ 100
Net Assets$1.1B
P/E13.20
Dividend Yield2.18%
52-Week Range—
Expense Ratio0.60%
1Y Return+13.7%
Beta0.87
AI summary

Price & performance

1M+3.2%
3M-1.1%
YTD+7.3%
1Y+13.7%
52-week range—
Beta0.87
Full chart and returns against a benchmark

Q-Score

39/ 100

Quality against peers; 50 is the peer median.

Growth44
Risk45
Performance57
Valuation57
Profitability17
Leverage43
Sentiment19
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.60%
Net assets$1.1B
1-year return+13.7%
Top-10 coverage20.7%
Dividend yield2.18%
Concentration and breadth