NasdaqGM - Nasdaq Real Time Price USD

First Trust Small Cap Core AlphaDEX Fund (FYX)

94.20
+0.45
+(0.48%)
As of 2:16:29 PM EDT. Market Open.
Loading Chart for FYX
  • Previous Close 93.75
  • Open 93.63
  • Bid 93.70 x 100
  • Ask 94.20 x 300
  • Day's Range 93.24 - 94.23
  • 52 Week Range 77.66 - 111.87
  • Volume 13,588
  • Avg. Volume 38,637
  • Net Assets 773.62M
  • NAV 93.64
  • PE Ratio (TTM) 14.35
  • Yield 1.74%
  • YTD Daily Total Return -7.23%
  • Beta (5Y Monthly) 1.20
  • Expense Ratio (net) 0.61%

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select stocks from the NASDAQ US 700 Small Cap Index TM (the "base index") that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.

First Trust

Fund Family

Small Blend

Fund Category

773.62M

Net Assets

2007-05-08

Inception Date

Performance Overview: FYX

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Trailing returns as of 5/14/2025. Category is Small Blend.

YTD Return

FYX
7.23%
Category
10.69%
 

1-Year Return

FYX
1.70%
Category
0.18%
 

3-Year Return

FYX
5.83%
Category
3.96%
 

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Holdings: FYX

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Sector Weightings

SectorFYX
Industrials   15.45%
Healthcare   12.18%
Technology   9.42%
Real Estate   8.86%
Energy   5.10%
Utilities   1.88%

Recent News: FYX

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Research Reports: FYX

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