Should You Invest in the First Trust Materials AlphaDEX ETF (FXZ)?
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The First Trust Materials AlphaDEX ETF (FXZ) is a passively managed exchange-traded fund focusing on the Materials sector. With $234.02 million in assets, the ETF tracks the StrataQuant Materials Index and offers exposure to materials-related stocks. Year-to-date performance is -1.54%, with a 12-month return of -18.81%. The fund has a beta of 1.20 and an expense ratio of 0.61%, making it a medium-risk investment option.
March 24, 2025 | 11:30 am
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NEGATIVE IMPACT
ETF with concentrated exposure to materials sector, showing recent performance challenges and moderate risk characteristics.
Negative 12-month performance, moderate risk profile, and sector-specific challenges suggest potential short-term downward pressure on the ETF.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Nucor Corporation represents 5.40% of FXZ's total assets, indicating significant representation in the materials sector ETF.
As a top holding, Nucor's performance will be closely tied to the ETF's performance, but individual stock dynamics may vary.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60