First Trust Utilities AlphaDEX Fund (FXU)

  • Loading...

Fund Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Utilities Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.

Fund Snapshot Updated 05.17.2013

Previous Close $20.53 Expense Ratio 0.70%
YTD Return 14.9% Avg. 30-Day Volume 67,921
1-Year Return 25.9% Market Cap Loading...
Bid $20.53 Shares Outstanding 10,200,000
Ask $20.55 Dividends $0.90
Top 10 Holdings
T-Mobile Us Inc (TMUS) 4.78%
Frontier Communications Corp (FTR) 3.95%
Telephone & Data Sys Inc (TDS) 3.93%
Entergy Corp New (ETR) 3.91%
United States Cellular Corp (USM) 3.81%
Centurylink Inc (CTL) 3.77%
Nrg Energy Inc (NRG) 3.69%
Nv Energy Inc (NVE) 3.65%
Energen Corp (EGN) 3.56%
Teco Energy Inc (TE) 2.98%
% of Total Holdings 38.00%

Sector Breakdown

Geographic Breakdown

Advertisement
Best Fit Utility Funds

1

Vanguard Utilities Index Fund (VPU)

2

iShares Dow Jones US Utilities Sector Index Fund (IDU)

3

iShares S&P Global Utilities Sector Index Fund (JXI)

See full rankings for Utility Funds

Slide Shows
7 Mutual Funds That Make Huge Bets

These funds invest much of their portfolios in one company.

Why Dow 14,000 Is a Tough Milestone

History shows this mark to be one of the most difficult for the market.

Emerging Markets to Consider in 2013

The Philippines, China and other key emerging markets for this year.