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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 | -2.61% | 0.59% |
| 1-Month Return | -0.14% | 7.08% |
| 3-Month Return | 5% | 2.16% |
| 6-Month Return | 3.37% | 5.42% |
| 1-Year Return | 19.23% | 33.65% |
| 3-Year Return | 44.24% | 70.74% |
| 5-Year Return | 57.05% | 70.78% |
| 10-Year Return | 93.07% | 237.71% |
| Time Frame | FXU | S&P500 |
|---|---|---|
| 1-Week Return | -74.82% | 35.90% |
| 1-Month Return | -1.69% | 129.85% |
| 3-Month Return | 21.88% | 9.05% |
| 6-Month Return | 6.95% | 11.30% |
| 1-Year Return | 19.23% | 33.65% |
| 3-Year Return | 12.99% | 19.52% |
| 5-Year Return | 9.45% | 11.30% |
| 10-Year Return | 6.80% | 12.94% |
| Stock name | Ticker | Weight |
|---|---|---|
Pinnacle West Capital Corp | PNW | 4.27% |
UGI Corporation | UGI | 4.23% |
PG&E Corp | PCG | 4.13% |
Eversource Energy | ES | 4.13% |
Consolidated Edison Inc | ED | 4.05% |
Edison International | EIX | 4.03% |
Exelon Corporation | EXC | 3.96% |
National Fuel Gas Company | NFG | 3.86% |
NRG Energy Inc. | NRG | 3.6% |
MDU Resources Group Inc | MDU | 3.53% |
| Sector | Weight |
|---|---|
|
Utilities | 91.83% |
|
Industrials | 4.10% |
|
Energy | 4.07% |
First Trust Utilities AlphaDEX® Fund (FXU) share price today is $48.48.
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 $39.58.
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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