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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 | -0.12% | 0.47% |
| 1-Month Return | 1.2% | 0.37% |
| 3-Month Return | 3.91% | 12% |
| 6-Month Return | 3.14% | 9.55% |
| 1-Year Return | 9.55% | 24.06% |
| 3-Year Return | 35.27% | 68.93% |
| 5-Year Return | 22.21% | 78% |
| 10-Year Return | 103.37% | 255.55% |
| Time Frame | FSZ | S&P500 |
|---|---|---|
| 1-Week Return | -6.07% | 27.70% |
| 1-Month Return | 15.62% | 4.60% |
| 3-Month Return | 16.83% | 58.35% |
| 6-Month Return | 6.47% | 20.32% |
| 1-Year Return | 9.55% | 24.06% |
| 3-Year Return | 10.59% | 19.10% |
| 5-Year Return | 4.09% | 12.22% |
| 10-Year Return | 7.36% | 13.52% |
| Stock name | Ticker | Weight |
|---|---|---|
SFS Group AG | SFSN.SW | 4.98% |
Sandoz Group AG | SDZ.SW | 4.75% |
VAT Group AG | VACN.SW | 4.34% |
Galderma Group AG | GALD.SE | 4.32% |
Holcim Limited | HOLN.SW | 4.04% |
UBS Group AG | UBSG.SW | 3.61% |
Avolta AG | AVOL.SW | 3.6% |
Swisscom AG | SCMN.SW | 3.56% |
SIG Group AG | SIGN.SE | 3.54% |
Bucher Industries AG (Registered) | BUCN.SW | 3.49% |
Barry Callebaut AG (Registered) | BARN.SW | 3.48% |
Galenica AG | GALE.SE | 3.45% |
PSP Swiss Property AG | PSPN.SW | 3.26% |
Roche Holding AG | ROP.SW | 3.16% |
EFG International AG | EFGN.SW | 2.85% |
Emmi AG (Registered) | EMMN.SW | 2.8% |
Adecco Group AG | ADEN.SW | 2.74% |
Vontobel Holding AG (Registered) | VONN.SW | 2.71% |
BKW AG | BKW.SW | 2.65% |
DKSH Holding Ltd. | DKSH.SW | 2.64% |
Novartis AG | NOVN.SW | 2.62% |
Compagnie Financiere Richemont S.A. | CFR.SW | 2.62% |
Amrize Ltd | AMRZ.SW | 2.54% |
Flughafen Zurich AG | FHZN.SW | 2.43% |
Luzerner Kantonalbank AG (Registered) | LUKN.SW | 1.82% |
Kuehne + Nagel International AG (Registered) | KNIN.SW | 1.73% |
Julius Baer Group Ltd. | BAER.SW | 1.73% |
Ypsomed Holding AG | YPSN.SW | 1.71% |
Helvetia Baloise Holding AG | HBAN.SW | 1.6% |
Swiss Life Holding AG (Registered) | SLHN.SW | 1.54% |
Sonova Holding AG (Registered) | SOON.SW | 1.54% |
Swiss Re AG | SREN.SW | 1.49% |
EMS-Chemie Holding AG (Registered) | EMSN.SW | 1.04% |
The Swatch Group AG (Bearer) | UHR.SW | 1.02% |
Logitech International S.A. | LOGN.SW | 0.86% |
Sika AG (Registered) | SIKA.SW | 0.83% |
Zurich Insurance Group AG | ZURN.SW | 0.77% |
Alcon Inc. | ALC.SW | 0.67% |
Temenos AG (Registered) | TEMN.SW | 0.66% |
Swissquote Group Holding SA (Registered) | SQN.SE | 0.66% |
US Dollar | .USD | 0.14% |
| Sector | Weight |
|---|---|
|
Industrials | 22.33% |
|
Health care | 22.21% |
|
Financials | 18.64% |
|
Consumer discretionary | 10.23% |
|
Materials | 8.31% |
|
All Others | 18.29% |
First Trust Switzerland AlphaDEX® Fund (FSZ) share price today is $82.0388.
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 $85.85. The 52-week low price of First Trust Switzerland AlphaDEX® Fund (FSZ) is $72.76.
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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