Ashkon Software







 

FSZ - First Trust Switzerland AlphaDEX Fund

Expense Ratio: 0.8%

FSZ ETF Stock Chart

FSZ Profile

First Trust Switzerland AlphaDEX Fund logo

The First Trust Switzerland AlphaDEX Fund (FSZ) is an exchange-traded fund (ETF) tracking the NASDAQ AlphaDEX Switzerland Index. This fund focuses on a tiered, equal-weighted selection of 40 Swiss companies, chosen from the broader NASDAQ Switzerland Index. Employing a quantitative methodology, FSZ aims to outperform the broader market by selecting stocks based on various growth and value factors. The ETF was launched on February 14, 2012, and is issued by First Trust Advisors L.P.

First Trust Advisors L.P. is a renowned global investment firm, recognized for its innovative and diverse financial products. The company offers a wide array of investment solutions, including ETFs, unit investment trusts, and closed-end funds, tailored to meet the needs of individual investors, financial advisors, and institutional clients. Known for its rigorous research-driven approach, First Trust utilizes proprietary methodologies and extensive market analysis to deliver superior value and performance across its investment offerings.

The First Trust Switzerland AlphaDEX Fund (FSZ) leverages the AlphaDEX methodology, which employs quantitative analysis to select stocks with the potential for superior risk-adjusted returns. This strategy focuses on a mix of growth and value metrics to identify top-performing companies within the Swiss market. By utilizing a tiered, equal-weighted approach, FSZ aims to mitigate concentration risk and enhance diversification, offering investors a balanced exposure to the Swiss equity landscape.

Since its inception, FSZ has garnered attention from investors seeking exposure to the Swiss market through a disciplined, quant-based investment strategy. The fund's performance is actively monitored and adjusted by First Trust's experienced portfolio managers to ensure alignment with its investment objectives. This active management ensures that FSZ remains responsive to market dynamics and continues to deliver on its promise of superior returns. First Trust's commitment to innovation and excellence is exemplified through products like FSZ, solidifying its reputation as a leader in the asset management industry.


 

Copyright © 2000-2024, Ashkon Software LLC
Privacy Policy | Refund Policy | Disclaimer