The First Trust Switzerland AlphaDEX Fund (FSZ) is managed by First Trust Advisors L.P. Founded in 1991, First Trust is a well-established investment management company known for its innovative approach to creating investment products. FSZ is designed to track the Nasdaq AlphaDEX Switzerland Index, which employs a unique selection methodology to identify stocks in the Swiss market that have the potential to generate positive alpha, aiming to outperform traditional indices. Through its focus on innovative stock selection and its tie to the Nasdaq Index Provider, FSZ offers investors exposure to Switzerland's equity market with a distinctive approach.
The Fidelity U.S. Small Cap Equity Index ETF (FSZ) doesn't primarily focus on dividends, but it reflects the dividend distribution of the underlying Fidelity U.S. Small Cap Index. Dividend distributions from the constituent companies of the index can occur periodically and are influenced by the performance and dividend policies of those companies. As FSZ seeks to replicate the performance of the index, investors can expect to receive dividend returns based on the underlying small-cap companies' performances. Please note that the provided sources are not directly related to the Fidelity U.S. Small Cap Equity Index ETF (FSZ) or its dividend distribution.
The First Trust Switzerland AlphaDEX Fund (FSZ) is designed to closely track the Nasdaq Switzerland AlphaDEX Index, which is developed and sponsored by Nasdaq, Inc. This ETF focuses on Swiss companies and employs an AlphaDEX selection methodology to identify stocks that have the potential to generate positive alpha, or risk-adjusted returns, relative to traditional indices. FSZ's strategy involves selecting stocks based on growth and value factors, and it is rebalanced and reconstituted semi-annually to maintain alignment with its underlying index.
When examining the correlation characteristics of the First Trust Switzerland AlphaDEX Fund (FSZ), investors can gain insights into its behavior relative to the Swiss equity market. As FSZ aims to replicate the performance of the Nasdaq Switzerland Index using the AlphaDEX selection methodology, its correlation with Swiss stocks and market trends is a key factor to consider. To delve deeper into the correlations and overlaps, the ETF Insider web app provides valuable tools for investors, facilitating in-depth analysis and visualizations of FSZ's relationships with various assets and sectors, enhancing decision-making processes and uncovering potential investment opportunities.FSZ Sector
The First Trust Switzerland AlphaDEX Fund (FSZ) is primarily involved in the Swiss equity sector. FSZ focuses on selecting stocks from the Nasdaq Switzerland Index that demonstrate the potential to generate positive alpha, emphasizing a risk-adjusted return relative to traditional indices. This approach allows investors to gain exposure to the Swiss equity market, with an emphasis on companies that exhibit growth and value characteristics within this specific sector.FSZ Exposure
The exposure profile of the First Trust Switzerland AlphaDEX Fund (FSZ) is centered on the Swiss equity market, as indicated by its investment strategy. By utilizing the AlphaDEX® selection methodology, FSZ aims to generate alpha and outperformance relative to traditional indices. Investors interested in accessing the Swiss stock market can leverage FSZ's approach, which offers a unique opportunity to explore growth and value factors within the Swiss companies represented in its portfolio. If you're seeking a comprehensive tool to discover exposure details for various US ETFs, consider using ETF Insider's web app. This tool provides in-depth and interesting data for each ETF, offering simple visualization tools to showcase exposure, overlaps, correlations, and more. It's a valuable resource for investors aiming to gain insights into their investment choices.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
4 min readFSZ VS HEWL are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.
4 min readThe FSZ ETF (Small-Cap Value) is an exchange-traded fund designed to provide investors with exposure to small-cap companies with strong value characteristics. This ETF focuses on stocks that are considered undervalued relative to their fundamentals, aiming to capture potential growth opportunities in smaller companies with attractive valuations. Discover how the FSZ ETF can be a valuable addition to investors' portfolios seeking to diversify and capitalize on the potential of undervalued small-cap stocks.
3 min readHEWL VS FSZ are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
