FDDFirst Trust STOXX European Select Dividend Index Fund
Seeks investment results that correspond generally to the price and yield of the STOXX Europe Select Dividend 30 Index.
By First Trust · Launched 2007
Annual Cost
0.56%
#3,083 of 6,040 · average
Fund Size
$935M
#1,221 of 6,040 · large
Return (1Y)
+32.4%
Track Record
19 years
#512 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$13,929+39.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 43.5% of fundmoderately concentrated
Legal & General Group PLC
5.5%
Taylor Wimpey PLC
5.4%
Aker BP ASA
5.0%
Signify NV
4.7%
Teleperformance SE
4.5%
Investec PLC
4.0%
AEGON LTD
3.8%
B&M EUROPEAN VALUE RETAIL PLC
3.8%
NatWest Group PLC
3.5%
ASR Nederland N.V.
3.3%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Financial Services
57.0%
Industrials
12.0%
Energy
10.0%
Consumer Cyclical
9.1%
Consumer Defensive
4.7%
Real Estate
2.8%
Basic Materials
2.8%
Communication
1.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.3%Moderate
Year-on-year price swings
Max drawdown
-41.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.45Strong risk-adjusted returns
Sortino (3Y)
2.13Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the STOXX Europe Select Dividend 30 Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the STOXX Europe Select Dividend 30 Index using an indexing investment approach to replicate its performance. The Fund may invest in companies with various market capitalizations and is concentrated in financial companies and European issuers.
- Inception date
- August 27, 2007
- Fund family
- First Trust
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Data updated on 2026-09-18