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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 designed to select stocks from the NASDAQ Switzerland Index (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology. more
| Time Frame | FSZ | S&P500 |
|---|---|---|
| 1-Week Return | -1.37% | -0.87% |
| 1-Month Return | -3.28% | 0.08% |
| 3-Month Return | -4.61% | 2.25% |
| 6-Month Return | -2.5% | 16.36% |
| 1-Year Return | 1.8% | 14.04% |
| 3-Year Return | 36.96% | 78.49% |
| 5-Year Return | 18.21% | 75.6% |
| 10-Year Return | 89.58% | 253.86% |
| Time Frame | FSZ | S&P500 |
|---|---|---|
| 1-Week Return | -51.29% | -36.60% |
| 1-Month Return | -33.35% | 0.98% |
| 3-Month Return | -17.42% | 9.44% |
| 6-Month Return | -5.00% | 35.97% |
| 1-Year Return | 1.80% | 14.04% |
| 3-Year Return | 11.05% | 21.30% |
| 5-Year Return | 3.40% | 11.92% |
| 10-Year Return | 6.61% | 13.47% |
| Stock name | Ticker | Weight |
|---|---|---|
Sulzer AG | SUN.SW | 4.82% |
Swiss Re AG | SREN.SW | 4.75% |
Vontobel Holding AG (Registered) | VONN.SW | 4.25% |
Sandoz Group AG | SDZ.SW | 4.16% |
ABB Ltd | ABBN.SW | 3.95% |
VAT Group AG | VACN.SW | 3.93% |
Bachem Holding AG (Class B) | BANB.SW | 3.77% |
BKW AG | BKW.SW | 3.77% |
Swisscom AG | SCMN.SW | 3.62% |
PSP Swiss Property AG | PSPN.SW | 3.49% |
SFS Group AG | SFSN.SW | 3.49% |
Flughafen Zurich AG | FHZN.SW | 3.43% |
Inficon Holding AG | IFCN.SW | 3.37% |
Avolta AG | AVOL.SW | 3.33% |
Emmi AG (Registered) | EMMN.SW | 3.26% |
Accelleron Industries AG | ACLN.SW | 3.13% |
DKSH Holding Ltd. | DKSH.SW | 2.82% |
EFG International AG | EFGN.SW | 2.55% |
UBS Group AG | UBSG.SW | 2.54% |
The Swatch Group AG (Bearer) | UHR.SW | 2.34% |
Partners Group Holding AG | PGHN.SW | 2.3% |
Galderma Group AG | GALD.SW | 2.27% |
Huber + Suhner AG (Registered) | HUBN.SW | 2.08% |
Amrize Ltd | AMRZ.SW | 1.87% |
Julius Baer Group Ltd. | BAER.SW | 1.73% |
Barry Callebaut AG (Registered) | BARN.SW | 1.72% |
Ypsomed Holding AG | YPSN.SW | 1.7% |
Alcon Inc. | ALC.SW | 1.68% |
Galenica AG | GALE.SW | 1.68% |
Novartis AG | NOVN.SW | 1.62% |
Compagnie Financiere Richemont S.A. | CFR.SW | 1.57% |
Belimo Holding AG | BEAN.SW | 1.53% |
Sonova Holding AG (Registered) | SOON.SW | 1.07% |
Kuehne + Nagel International AG (Registered) | KNIN.SW | 1% |
Luzerner Kantonalbank AG (Registered) | LUKN.SW | 0.94% |
Roche Holding AG | ROP.SW | 0.94% |
Logitech International S.A. | LOGN.SW | 0.94% |
Temenos AG (Registered) | TEMN.SW | 0.87% |
Zurich Insurance Group AG | ZURN.SW | 0.83% |
Straumann Holding AG (Registered) | STMN.SW | 0.78% |
US Dollar | US.Dollar | 0.13% |
| Sector | Weight |
|---|---|
|
Industrials | 28.13% |
|
Financials | 19.90% |
|
Health care | 19.70% |
|
Information Technology | 7.27% |
|
Consumer discretionary | 7.25% |
|
All Others | 17.74% |
First Trust Switzerland AlphaDEX® Fund (FSZ) share price today is $77.9155.
Yes, Indians can buy shares of First Trust Switzerland AlphaDEX® Fund (FSZ) on Vested. To buy FSZ from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of First Trust Switzerland AlphaDEX® Fund (FSZ) on Vested. You can start investing in First Trust Switzerland AlphaDEX® Fund (FSZ) with a minimum investment of $1.
The 52-week high price of First Trust Switzerland AlphaDEX® Fund (FSZ) is $85. The 52-week low price of First Trust Switzerland AlphaDEX® Fund (FSZ) is $73.75.
The stock symbol (or ticker) of First Trust Switzerland AlphaDEX® Fund is FSZ.
Yes, you can setup SIP in First Trust Switzerland AlphaDEX® Fund shares. Follow the below steps to create the SIP:
Here is the historical performance of FSZ on the Vested app.
The expense ratio of First Trust Switzerland AlphaDEX® Fund (FSZ) is 0.8%.
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