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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 | 1.14% | 1.24% |
| 1-Month Return | -1.38% | 4.94% |
| 3-Month Return | -4.43% | 9.34% |
| 6-Month Return | 2.5% | 9.8% |
| 1-Year Return | 13.83% | 26.99% |
| 3-Year Return | 56.72% | 78.76% |
| 5-Year Return | 60.54% | 79.05% |
| 10-Year Return | 91.89% | 257.94% |
| Time Frame | FXU | S&P500 |
|---|---|---|
| 1-Week Return | 80.59% | 90.14% |
| 1-Month Return | -15.55% | 79.80% |
| 3-Month Return | -16.79% | 43.64% |
| 6-Month Return | 5.13% | 20.87% |
| 1-Year Return | 13.83% | 26.99% |
| 3-Year Return | 16.16% | 21.36% |
| 5-Year Return | 9.93% | 12.36% |
| 10-Year Return | 6.73% | 13.60% |
| Stock name | Ticker | Weight |
|---|---|---|
Pinnacle West Capital Corporation | PNW | 4.3% |
Eversource Energy | ES | 4.28% |
UGI Corporation | UGI | 4.19% |
Edison International | EIX | 4.09% |
Consolidated Edison, Inc. | ED | 4.04% |
PG&E Corporation | PCG | 3.98% |
Exelon Corporation | EXC | 3.94% |
Dominion Energy, Inc. | D | 3.76% |
National Fuel Gas Company | NFG | 3.68% |
MDU Resources Group, Inc. | MDU | 3.58% |
The AES Corporation | AES | 3.55% |
Evergy, Inc. | EVRG | 3.48% |
OGE Energy Corp. | OGE | 3.41% |
Duke Energy Corporation | DUK | 3.24% |
NRG Energy, Inc. | NRG | 3.19% |
Essential Utilities, Inc. | WTRG | 3.13% |
Xcel Energy Inc. | XEL | 2.58% |
Ameren Corporation | AEE | 2.55% |
American Electric Power Company, Inc. | AEP | 2.52% |
DTE Energy Company | DTE | 2.51% |
Clearway Energy, Inc. (Class C) | CWEN | 2.48% |
Public Service Enterprise Group Incorporated | PEG | 2.47% |
Waste Management, Inc. | WM | 2.42% |
PPL Corporation | PPL | 2.42% |
NiSource Inc. | NI | 1.74% |
Alliant Energy Corporation | LNT | 1.74% |
IDACORP, Inc. | IDA | 1.69% |
CenterPoint Energy, Inc. | CNP | 1.67% |
Atmos Energy Corporation | ATO | 1.63% |
CMS Energy Corporation | CMS | 1.61% |
American Water Works Company, Inc. | AWK | 1.55% |
FirstEnergy Corp. | FE | 1.53% |
Entergy Corporation | ETR | 0.85% |
Vistra Corp. | VST | 0.84% |
Clean Harbors, Inc. | CLH | 0.84% |
The Southern Company | SO | 0.83% |
WEC Energy Group, Inc. | WEC | 0.82% |
NextEra Energy, Inc. | NEE | 0.82% |
Republic Services, Inc. | RSG | 0.81% |
Sempra | SRE | 0.8% |
US Dollar | .USD | 0.46% |
| Sector | Weight |
|---|---|
|
Utilities | 92.22% |
|
Industrials | 4.08% |
|
Energy | 3.70% |
First Trust Utilities AlphaDEX® Fund (FXU) share price today is $48.74.
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 $51.62. The 52-week low price of First Trust Utilities AlphaDEX® Fund (FXU) is $40.47.
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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