FPA aims to outperform the Developed Asia-Pacific Ex-Japan market using a quant-based methodology considering both growth and value factors while also producing severe sector and size biases. Selected stocks are split into quintiles based on their selection score, with higher scoring quintiles receiving a greater weight in the index. The fund also sets weighting constraints set at 15% above the sector/country percentages of the base index. Note that FPA includes a heavy allocation to South Korea, which other funds consider as an emerging country and therefore exclude. The fund is rebalanced and reconstituted semi-annually.
公司网站 :
http://www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=Fpa
总经理:-
建立时间:2011
公司总部:First Trust Asia Pacific Ex-Japan AlphaDEX Fund
领域:Miscellaneous
行业:Investment trusts/Mutual funds