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%
#4,522 of 6,040 · expensive
Fund Size
$99M
#3,102 of 6,040 · mid-size
Return (1Y)
+9.3%
Track Record
14 years
#971 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,037+10.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
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%
Cash
0.0%
By sector
Industrials
30.7%
Consumer Cyclical
21.3%
Healthcare
11.1%
Basic Materials
10.6%
Communication
6.9%
Financial Services
6.4%
Real Estate
3.7%
Consumer Defensive
3.5%
Other
6.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.9%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)
1.24Good 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
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Data updated on 2026-09-18