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FEPFirst Trust Europe AlphaDEX Fund

Grow my money15y track recordRanked #1,327 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX Europe Index.

By First Trust · Launched 2011

Annual Cost

0.80%

#4,522 of 6,040 · expensive

Fund Size

$539M

#1,601 of 6,040 · large

Return (1Y)

+19.9%

Track Record

15 years

#875 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,418+24.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index enhanced

Factor

Multifactor

Index tracked

Nasdaq AlphaDEX Europe Index

Holdings

By weight

Concentration

Top 10 holdings = 15.2% of funddiversified

DAIWA CAPITAL MARKETS AMERICA INC.
4.3%
Equinor ASA
1.3%
Hochtief AG
1.3%
Nordex SE
1.3%
Tenaris SA
1.3%
Yara International ASA
1.2%
ACS Actividades De Construccion Y Servicios S.A.
1.2%
TotalEnergies SE
1.2%
Endeavour Mining PLC
1.1%
Aurubis AG
1.1%

Asset allocation

Stocks
98.5%
Other
1.4%
Cash
0.1%

By sector

Industrials
25.2%
Basic Materials
11.3%
Energy
11.1%
Financial Services
10.8%
Consumer Cyclical
10.6%
Consumer Defensive
7.9%
Utilities
6.9%
Healthcare
4.8%
Other
11.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.8%Moderate

Year-on-year price swings

Max drawdown
-46.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.15Strong risk-adjusted returns
Sortino (3Y)
1.67Good downside protection

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 Europe Index.
Strategy
Invests at least 90% of net assets in securities that comprise the Nasdaq AlphaDEX Europe Index using an indexing investment approach. The Index includes small, mid, and large cap companies assigned to Europe, with significant investments in financial and industrial sectors.
Inception date
April 18, 2011
Fund family
First Trust

Next steps

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Data updated on 2026-09-18