FXH
First Trust Health Care AlphaDEX® Fund
1 year +19.5%Assets$1.14BFirst Trust
Fee0.58%a year
Yield0.5%NA
This year+18.4%
5 years+3.1%a year on average
Components71top 10: 24%
Returns
This year
+18.4%
1 year
+19.5%
3 years, yearly
+13.5%
5 years, yearly
+3.1%
10 years, yearly
+8.9%
The fund's own total return. Volatility 12.8% over one year, 14.8% over three; Sharpe ratio over three years 0.48.
Sectors
Healthcare100.0%
Regions
North America100.0%
Asset classes
Stock US97.2%
Cash0.1%
About the fund
- Issuer
- First Trust
- Since
- 2007-05-08
- Listed on
- NYSE ARCA
- ISIN
- US33734X1431
- Turnover
- 0% a year
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the health care sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.
From the market data provider's fund data, read 2026-10-23. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.