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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 a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology. more
| Time Frame | FXU | S&P500 |
|---|---|---|
| 1-Week Return | 1.7% | -0.82% |
| 1-Month Return | -4.06% | -6.02% |
| 3-Month Return | 8.28% | -6.25% |
| 6-Month Return | 8.25% | -2.8% |
| 1-Year Return | 21.5% | 13.78% |
| 3-Year Return | 54.94% | 62.85% |
| 5-Year Return | 63.48% | 63.02% |
| 10-Year Return | 92.26% | 218.11% |
| Time Frame | FXU | S&P500 |
|---|---|---|
| 1-Week Return | 140.84% | -34.91% |
| 1-Month Return | -39.61% | -53.02% |
| 3-Month Return | 38.07% | -23.03% |
| 6-Month Return | 17.44% | -5.60% |
| 1-Year Return | 21.50% | 13.78% |
| 3-Year Return | 15.71% | 17.65% |
| 5-Year Return | 10.33% | 10.27% |
| 10-Year Return | 6.76% | 12.27% |
| Stock name | Ticker | Weight |
|---|---|---|
National Fuel Gas Company | NFG | 4.52% |
Edison International | EIX | 4.51% |
Consolidated Edison Inc | ED | 4.29% |
OGE Energy Corporation | OGE | 4.27% |
Exelon Corporation | EXC | 4.24% |
PG&E Corp | PCG | 4.13% |
Essential Utilities Inc | WTRG | 4.07% |
UGI Corporation | UGI | 3.74% |
Clearway Energy Inc Class C | CWEN | 3.58% |
American Electric Power Co Inc | AEP | 3.42% |
| Sector | Weight |
|---|---|
|
Utilities | 93.02% |
|
Energy | 4.43% |
|
Industrials | 2.55% |
First Trust Utilities AlphaDEX® Fund (FXU) share price today is $49.01.
Yes, Indians can buy shares of First Trust Utilities AlphaDEX® Fund (FXU) on Vested. To buy FXU 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 Utilities AlphaDEX® Fund (FXU) on Vested. You can start investing in First Trust Utilities AlphaDEX® Fund (FXU) with a minimum investment of $1.
The 52-week high price of First Trust Utilities AlphaDEX® Fund (FXU) is $50.85. The 52-week low price of First Trust Utilities AlphaDEX® Fund (FXU) is $36.03.
The stock symbol (or ticker) of First Trust Utilities AlphaDEX® Fund is FXU.
Yes, you can setup SIP in First Trust Utilities AlphaDEX® Fund shares. Follow the below steps to create the SIP:
Here is the historical performance of FXU on the Vested app.
The expense ratio of First Trust Utilities AlphaDEX® Fund (FXU) is 0.64%.
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