The First Trust Materials AlphaDEX ETF (FXZ) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Materials ETFs category of the market.What Are Smart Beta ETFs?Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.Market cap weighted indexes work great for investors who believe in market efficiency. They provide ...

基金概况 - First Trust Materials AlphaDEX ETF (FXZ) 是一只被动管理型交易所交易基金，旨在为投资者提供对材料行业的广泛投资敞口，成立于2007年5月8日 [1] - 该基金由First Trust Advisors管理，资产规模达2.2167亿美元，属于中等规模ETF [3] - 基金追踪StrataQuant Materials指数，该指数采用改良的等权重方法，从罗素1000指数中筛选可能产生超额收益的股票 [4] 成本与收益 - 年运营费用率为0.61%，与同类产品相当 [5] - 12个月追踪股息收益率为1.78% [5] 行业配置与持仓 - 基金84%的资产配置于材料行业，其次是工业 [6] - 前十大持仓占比44.65%，其中Eastman Chemical Company (EMN)占比最高，达4.84%，其次是Alcoa Corporation (AA)和Mueller Industries, Inc. (MLI) [7] 表现与风险 - 年初至今上涨6.47%，但过去一年下跌8% [8] - 52周价格区间为46.76美元至67.64美元 [8] - 三年期贝塔值为1.12，标准差为23.38%，风险中等 [8] 替代产品 - FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR) 资产规模48.6亿美元，费用率0.46% [10] - Materials Select Sector SPDR ETF (XLB) 资产规模53.8亿美元，费用率0.08% [10]