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About FIRST TRUST ALPHADEX U S INDUSTRIAL UNITS
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Inception date
Dec 8, 2017
Structure
Canadian Mutual Fund Trust (ON)
Distributes
Capital Gains
Tax on distributions
Return of Capital
Primary advisor
FT Portfolios Canada Co.
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
What's in the fund
Exposure type
Producer Manufacturing
Transportation
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.