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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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
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