FXN doesn't aim to represent the broad US energy space. Instead, it tries to pick winners by employing a quant-based model and tiered equal-weighting scheme. The resulting portfolio is heavily tilted toward mid-caps. The fund also comes with heavy industry tilts, away from large integrated oil & gas companies, and overweights smaller-cap industries such as drilling & exploration. The resulting beta is relatively risky but understandable in light of the funds strategy. The index is reconstituted and rebalanced on a quarterly basis.
公司网站 :
http://www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=Fxn
总经理:-
建立时间:2007
公司总部:First Trust Energy AlphaDEX Fund
领域:Miscellaneous
行业:Investment trusts/Mutual funds