ETFs › FXN

First Trust Energy AlphaDEX Fund (FXN)

sector-specific smart-beta energy

FXN employs a unique stock selection methodology to invest in energy sector companies. It uses growth and value factors to select and weight holdings, potentially offering outperformance compared to traditional market-cap weighted energy ETFs. This approach may appeal to investors seeking a more sophisticated strategy for energy sector exposure.

Key Info

AUM $873M
Expense Ratio 0.61%
Inception Date May 8, 2007
Distribution Frequency Quarterly
Weighting Method Proprietary (AlphaDEX)
Number of Holdings 39
Tracking Index StrataQuant Energy Index

See Also

XLE VDE IYE

Last updated: September 26, 2024