First Trust Large Cap Core AlphaDEX FundFirst Trust Large Cap Core AlphaDEX FundFirst Trust Large Cap Core AlphaDEX Fund

First Trust Large Cap Core AlphaDEX Fund

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Key stats


Assets under management (AUM)
‪1.35 B‬USD
Fund flows (1Y)
‪−15.01 M‬USD
Dividend yield (indicated)
1.11%
Discount/Premium to NAV
−0.7%

About First Trust Large Cap Core AlphaDEX Fund


Issuer
AJM Ventures LLC
Brand
First Trust
Expense ratio
0.60%
Inception date
May 8, 2007
Index tracked
NASDAQ AlphaDEX Large Cap Core Index
Management style
Passive
FEX aims to outperform the broader large-cap space using an intricate methodology. It classifies securities as either growth, value, or both. Then, it scores and ranks them according to their performance with regard to that classification. After selecting the top 375 stocks based on their score, it divides these stocks into quintiles. To build its portfolio, it equal-weights the stocks within each quintile, but weights the fund overall toward the top-ranked quintiles. In the past, FEX tracked the S&P Defined Large-Cap Core Index, though it changed to the NASDAQ AlphaDEX Large-Cap Core Index in April 2016.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Multi-factor
Weighting scheme
Tiered
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
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
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.