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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 | -3.92% | 1.51% |
| 1-Month Return | -6.42% | 8.24% |
| 3-Month Return | 1.11% | 5.38% |
| 6-Month Return | 1.89% | 7.35% |
| 1-Year Return | 13.98% | 29.5% |
| 3-Year Return | 44.85% | 77.37% |
| 5-Year Return | 52.23% | 75.04% |
| 10-Year Return | 87.39% | 256.12% |
| Time Frame | FXU | S&P500 |
|---|---|---|
| 1-Week Return | -87.57% | 118.47% |
| 1-Month Return | -55.39% | 162.05% |
| 3-Month Return | 4.58% | 23.68% |
| 6-Month Return | 3.87% | 15.47% |
| 1-Year Return | 13.98% | 29.50% |
| 3-Year Return | 13.15% | 21.05% |
| 5-Year Return | 8.77% | 11.85% |
| 10-Year Return | 6.48% | 13.54% |
| Stock name | Ticker | Weight |
|---|---|---|
Pinnacle West Capital Corp | PNW | 4.27% |
Eversource Energy | ES | 4.18% |
Consolidated Edison Inc | ED | 4.06% |
Edison International | EIX | 4.05% |
PG&E Corp | PCG | 3.98% |
Exelon Corporation | EXC | 3.91% |
UGI Corporation | UGI | 3.83% |
MDU Resources Group Inc | MDU | 3.75% |
National Fuel Gas Company | NFG | 3.69% |
The AES Corporation | AES | 3.5% |
| Sector | Weight |
|---|---|
|
Utilities | 92.16% |
|
Industrials | 4.15% |
|
Energy | 3.69% |
First Trust Utilities AlphaDEX® Fund (FXU) share price today is $47.54.
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 $40.14.
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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