First Trust Germany AlphaDEX FundFirst Trust Germany AlphaDEX FundFirst Trust Germany AlphaDEX Fund

First Trust Germany AlphaDEX Fund

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Key stats


Assets under management (AUM)
‪7.53 M‬USD
Fund flows (1Y)
‪−13.52 M‬USD
Dividend yield (indicated)
3.18%
Discount/Premium to NAV
0.9%

About First Trust Germany AlphaDEX Fund


Issuer
AJM Ventures LLC
Brand
First Trust
Expense ratio
0.80%
Inception date
Feb 14, 2012
Index tracked
NASDAQ AlphaDEX Germany Index
Management style
Passive
FGM tries to outperform the German market by using a quantitative model to select 40 stocks out of a broad German equity index. It then ranks these stocks based on their attractiveness and weights them equally within quintiles. Sector weightings are also subject to constraints which are set at 15% above the sector percentages of the base index. The fund reconstitutes and rebalances its portfolio semiannually to maintain exposure to expected outperformers while still controlling transaction costs.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Multi-factor
Weighting scheme
Tiered
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Consumer Durables
Finance
Producer Manufacturing
Stock breakdown by region
0.1%99%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Strong sellStrong buy
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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.