FXR

📎 Investment Objective

The First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) seeks to provide investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant Industrials Index.

✨ Key Features

• Focuses on the industrials and producer durables sectors of the US equity market
• Utilizes a quantitative stock selection process to identify potentially undervalued growth stocks
• Diversified portfolio with exposure to a range of industrial and manufacturing companies
• Passively managed to track the StrataQuant Industrials Index

⚠️ Primary Risks

• Sector concentration risk as the fund is focused solely on the industrials sector
• Potential for higher volatility compared to the broader market due to the sector focus
• Tracking error risk as the fund may not perfectly replicate the performance of the underlying index
• Liquidity risk for less actively traded or smaller industrial companies in the portfolio

👤 Best For

The First Trust Industrials/Producer Durables AlphaDEX Fund may be suitable for investors seeking exposure to the industrials sector of the US equity market, with a focus on growth-oriented stocks. It may be appropriate as a satellite holding within a diversified portfolio, rather than as a core position.