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FGMFirst Trust Germany AlphaDEX Fund

Grow my money14y track recordRanked #1,809 of 2,960 in this goal

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

By First Trust · Launched 2012

Annual Cost

0.80%

#4,189 of 5,562 · expensive

Fund Size

$104M

#2,903 of 5,562 · mid-size

Return (1Y)Goal

+20.5%

Track Record

14 years

#978 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,192+21.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index enhanced

Factor

Multifactor

Index tracked

Nasdaq AlphaDEX Germany Index

What it actually holds

By weight

Concentration

Top 10 holdings = 45.2% of fundmoderately concentrated

HOCHTIEF AG
5.9%
Aurubis AG
5.2%
RWE AG
4.7%
BOFA SECURITIES, INC.
4.6%
Bayerische Motoren Werke AG
4.5%
Siemens Energy AG
4.5%
Mercedes-Benz Group AG
4.4%
Commerzbank AG
4.0%
Nordex SE
3.8%
Auto1 Group SE
3.7%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Industrials
40.5%
Consumer Cyclical
18.0%
Real Estate
10.1%
Basic Materials
8.5%
Financial Services
8.3%
Healthcare
6.3%
Communication
3.2%
Utilities
2.8%
Other
2.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.8%High

Year-on-year price swings

Max drawdown
-51.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.25Good downside protection

Where to buy

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 Germany Index.
Strategy
Invests primarily in securities that comprise the Nasdaq AlphaDEX Germany Index using an indexing approach. The Index employs the AlphaDEX methodology to select and weight securities from the Nasdaq Germany Index.
Inception date
February 14, 2012
Fund family
First Trust

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Data updated on 2026-06-19