FCAFirst Trust China AlphaDEX Fund
Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX China Index.
By First Trust · Launched 2011
Annual Cost
0.80%
#4,522 of 6,040 · expensive
Fund Size
$32M
#4,195 of 6,040 · small
Return (1Y)
-4.3%
Track Record
15 years
#875 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$8,628-13.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Asia pacificCap
Multi cap
Strategy
Index enhanced
Factor
Multifactor
Focus
Real Assets
Index tracked
Nasdaq AlphaDEX China Index
Holdings
By weightConcentration
Top 10 holdings = 50.7% of fundmoderately concentrated
MIZUHO SECURITIES USA LLC
13.2%
Yangtze Optical Fibre & Cable Joint Stock Ltd Co.
9.2%
Dongfang Electric Corp Ltd.
4.3%
PetroChina Co Ltd.
4.0%
Jd Logistics Inc
3.8%
CHINA HONGQIAO GROUP LTD
3.4%
Cosco Shipping Holdings Co Ltd.
3.4%
China Coal Energy Co Ltd.
3.3%
Qingdao Port International Co Limited
3.1%
Aluminum Corporation of China Limited
2.9%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Financial Services
21.6%
Technology
14.7%
Industrials
13.1%
Energy
12.4%
Healthcare
11.2%
Consumer Cyclical
8.8%
Basic Materials
7.7%
Utilities
6.7%
Other
3.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
22.5%High
Year-on-year price swings
Max drawdown
-42.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.54Decent risk-adjusted returns
Sortino (3Y)
0.77Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX China Index.
- Strategy
- Invests primarily in securities that comprise the Nasdaq AlphaDEX China Index using an indexing investment approach. The Fund targets small, mid and large cap companies assigned to China, with significant investments in financial, industrial, and materials sectors.
- Inception date
- April 18, 2011
- Fund family
- First Trust
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Data updated on 2026-09-18