The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ AlphaDEX® United Kingdom Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks, depositary receipts, real estate investment trusts (REITs) and preferred shares that comprise the index. The index is designed to select stocks from the NASDAQ United Kingdom Index (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.
|ROYMF||Royal Mail plc||2.84 %|
|GLCNF||Glencore plc||2.74 %|
|ASOMY||ASOS Plc||2.49 %|
|EVRZF||EVRAZ plc||2.47 %|
|BMRPF||B&M European Value Retail S.A||2.35 %|
|TATYF||Tate & Lyle plc||2.30 %|
|SEPJF||Spectris plc||2.30 %|
|IVTJF||Investec Group||2.26 %|
|VOD||Vodafone Group Plc||2.26 %|
|MONDF||Mondi plc||2.16 %|
|TUR||iShares MSCI Turkey ETF||0.59 %||
|ENZL||iShares MSCI New Zealand ETF||0.51 %||
|FSZ||First Trust Switzerland AlphaD..||0.80 %||
|QAT||iShares MSCI Qatar ETF||0.59 %||
|FGM||First Trust Germany AlphaDEX F..||0.80 %||
|HEWG||iShares Currency Hedged MSCI G..||0.53 %||
|DAX||Global X DAX Germany ETF||0.21 %||
|DXGE||WisdomTree Germany Hedged Equi..||0.48 %||
|UAE||iShares MSCI UAE ETF||0.59 %||
|GULF||WisdomTree Middle East Dividen..||0.88 %||
|Market Performance vs.
Industry/Classification (Miscellaneous Region)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||15.17%||40%||F||79%||C+|
|Risk Adjusted Return||10.30%||30%||F||39%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
There is nothing we particularly like
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.