Key stats
About FIRST TRUST ALPHADEX U S INDUSTRIAL COM UNIT
Expense ratio
0.81%
Home page
Inception date
Oct 29, 2014
The fund 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, FHG 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
Stocks99.98%
Producer Manufacturing27.83%
Electronic Technology14.32%
Finance9.13%
Commercial Services8.77%
Process Industries8.14%
Transportation7.74%
Industrial Services5.66%
Technology Services4.42%
Non-Energy Minerals3.61%
Distribution Services3.42%
Consumer Durables2.85%
Utilities1.48%
Consumer Non-Durables1.01%
Consumer Services0.87%
Retail Trade0.73%
Bonds, Cash & Other0.02%
Cash0.02%
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