FXH:ARCA-First Trust Health Care AlphaDEX

ETF | Health | NYSE Arca

Last Closing Price

USD 71.33

Change

-0.19 (-0.27)%

Market Cap

USD 0.97B

Volume

0.06M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

About

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 StrataQuant(R) Health Care Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE to objectively identify and select stocks from the Russell 1000(R) Index in the health care sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology.

Inception Date: 08/05/2007

Primary Benchmark: StrataQuant Health Care TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.61%

Management Expense Ratio: 0.62 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-02-22 )

Largest Industry Peers for Health

Symbol Name Mer Price(Change) Market Cap
XLV SPDR Select Sector Fund - Heal.. 0.14 %

-0.13 (-0.15%)

USD 15.80B
VHT Vanguard Health Care 0.10 %

-0.48 (-0.30%)

USD 7.25B
XBI SPDR Series Trust S&P Biotech 0.35 %

+0.12 (+0.13%)

USD 4.82B
IYH iShares U.S. Healthcare 0.44 %

-0.41 (-0.23%)

USD 1.91B
IXJ iShares Global Healthcare 0.48 %

+0.31 (+0.27%)

USD 1.62B
IHI iShares U.S. Medical Devices 0.44 %

-0.43 (-0.24%)

USD 1.53B
FBT First Trust Amex Biotech Index.. 0.56 %

-0.67 (-0.49%)

USD 1.39B
FHLC Fidelity MSCI Health Care Inde.. 0.08 %

-0.07 (-0.17%)

USD 1.11B
HQH Tekla Healthcare Investors 0.00 %

-0.21 (-0.92%)

USD 0.93B
THQ Tekla Healthcare Opportunies F.. 0.00 %

-0.13 (-0.76%)

USD 0.73B

ETFs Containing FXH

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Health)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.19% 57% F 76% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.19% 57% F 75% C
Trailing 12 Months  
Capital Gain 14.97% 57% F 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.97% 43% F 69% D+
Trailing 5 Years  
Capital Gain 100.42% 60% D- 85% B
Dividend Return 0.02% 5% F N/A N/A
Total Return 100.44% 50% F 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.19% 75% C 82% B-
Dividend Return 13.19% 57% F 78% C+
Total Return 0.00% 4% F N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.74% 46% F 46% F
Risk Adjusted Return 78.77% 57% F 66% D
Market Capitalization 0.92B 71% C- 54% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:

There is nothing we particularly like

What to not like:
High volatility

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

FXH:ARCA-First Trust Health Care AlphaDEX

ETF | Health | NYSE Arca

Last Closing Price

USD 71.33

Change

-0.19 (-0.27)%

Market Cap

USD 0.97B

Volume

0.06M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

Values as of: 2018-02-22