FGMFirst Trust Germany AlphaDEX Fund
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%
#4,355 of 5,854 · expensive
Fund Size
$98M
#3,015 of 5,854 · mid-size
Return (1Y)Goal
+15.7%
Track Record
14 years
#959 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,922+19.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 42.1% of fundmoderately concentrated
Nordex SE
5.5%
Aurubis AG
5.3%
Hochtief AG
5.0%
Bilfinger SE
4.0%
LEG Immobilien SE
3.9%
Deutsche Lufthansa AG
3.7%
AROUNDTOWN SA
3.7%
Bayer AG
3.7%
Schaeffler AG
3.7%
Bayerische Motoren Werke AG
3.7%
Asset allocation
Stocks
100.0%
By sector
Industrials
40.9%
Consumer Cyclical
15.6%
Real Estate
10.0%
Financial Services
9.1%
Basic Materials
8.4%
Healthcare
7.8%
Utilities
2.9%
Communication
2.8%
Other
2.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
21.0%High
Year-on-year price swings
Max drawdown
-51.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.75Decent risk-adjusted returns
Sortino (3Y)
1.13Good 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 Germany Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the Nasdaq AlphaDEX Germany Index using an indexing investment approach. The Index includes small, mid, and large cap companies assigned to Germany, focusing on industrial companies.
- Inception date
- February 14, 2012
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at FGM. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-03