FXU

First Trust Utilities AlphaDEX Fund

$48.60

0.25%
CategoryUtilities

The fund will normally 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 utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

Source: Yahoo Finance
Q-Score51/ 100
Net Assets$768.1M
P/E16.88
Dividend Yield2.32%
52-Week Range—
Expense Ratio0.61%
1Y Return+3.4%
Beta0.35
AI summary

Price & performance

1M+8.2%
3M-4.7%
YTD+6.3%
1Y+3.4%
52-week range—
Beta0.35
Full chart and returns against a benchmark

Q-Score

51/ 100

Quality against peers; 50 is the peer median.

Growth46
Risk56
Performance66
Valuation62
Profitability33
Leverage24
Sentiment35
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.61%
Net assets$768.1M
1-year return+3.4%
Top-10 coverage42.3%
Dividend yield2.32%
Concentration and breadth