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FJPFirst Trust Japan AlphaDEX Fund

Grow my money15y track recordRanked #1,673 of 2,998 in this goal

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

By First Trust · Launched 2011

Annual Cost

0.80%

#4,362 of 5,861 · expensive

Fund Size

$254M

#2,159 of 5,861 · mid-size

Return (1Y)Goal

+28.1%

Track Record

15 years

#863 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,541+25.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index enhanced

Factor

Multifactor

Index tracked

Nasdaq AlphaDEX Japan Index

What it actually holds

By weight

Concentration

Top 10 holdings = 33.0% of fundwell diversified

BOFA SECURITIES, INC.
15.2%
Mitsui Kinzoku Co Ltd.
2.6%
Inpex Corp.
2.2%
Mitsui O.S.K. Lines Ltd.
2.1%
MODEC INC
1.9%
Kawasaki Kisen Kaisha Ltd.
1.8%
NGK Insulators Ltd
1.8%
Fujikura Ltd.
1.8%
Kandenko Co Ltd
1.8%
Toyota Tsusho Corp.
1.7%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Industrials
43.6%
Technology
12.2%
Consumer Cyclical
12.1%
Basic Materials
9.6%
Utilities
5.8%
Financial Services
5.7%
Healthcare
3.2%
Energy
3.2%
Other
4.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
21.5%High

Year-on-year price swings

Max drawdown
-41.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
0.96Moderate downside risk

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

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Data updated on 2026-08-04