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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
First Trust Financials AlphaDEX® Fund: holdings, performance and fees
1Y return+5.9%
3Y return+57.9%
5Y return+57.7%
Top 10 holdings
| Holding | Weight |
|---|---|
| Greaves Cotton Ltd Ord | 2.3% |
| FactSet Research Systems Inc | 2.0% |
| Lincoln National Corporation | 1.9% |
| Travelers Cos Inc/The | 1.8% |
| MGIC Investment Corporation | 1.7% |
| Central Bancompany, Inc. | 1.7% |
| Aristocrat Leisure Limited | 1.7% |
| Interactive Brokers Group, Inc. (Class A) | 1.7% |
| First American Financial Corporation | 1.7% |
| Everest Group Ltd | 1.6% |
Top sectors
- Banks48.5%
- Non-life Insurance31.5%
- Finance and Credit Services8.5%
- Life Insurance6.7%
- Mortgage Real Estate Investment Trusts4.8%
Top countries
- USA86.5%
- Bermuda9.6%
- Switzerland1.2%
- Ireland1.2%
- Puerto Rico1.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN