FKUFirst Trust United Kingdom AlphaDEX Fund
Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX United Kingdom Index.
By First Trust · Launched 2012
Annual Cost
0.80%
#4,195 of 5,568 · expensive
Fund Size
$38M
#3,822 of 5,568 · small
Return (1Y)Goal
+21.3%
Track Record
14 years
#978 of 5,568 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,911+19.1%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 26.7% of fund✓ well diversified
Fresnillo PLC
4.6%
Rio Tinto PLC
2.8%
Endeavour Mining PLC
2.8%
Lion Finance Group PLC
2.6%
International Consolidated Air
2.4%
Standard Chartered PLC
2.4%
Anglogold Ashanti Plc
2.3%
St James's Place PLC
2.3%
Barclays PLC
2.2%
M&G PLC
2.2%
Asset allocation
Stocks
96.0%
Other
3.6%
Cash
0.5%
By sector
Financial Services
28.6%
Basic Materials
18.3%
Consumer Cyclical
12.6%
Industrials
11.7%
Communication
7.0%
Consumer Defensive
6.4%
Healthcare
5.3%
Real Estate
4.0%
Other
6.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.8%Moderate
Year-on-year price swings
Max drawdown
-54.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.95Decent risk-adjusted returns
Sortino (3Y)
1.40Good 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 United Kingdom Index.
- Strategy
- Invests primarily in securities that comprise the Nasdaq AlphaDEX United Kingdom Index using an indexing approach. The Index employs the AlphaDEX methodology to select and weight securities from the Base Index.
- Inception date
- February 14, 2012
- Fund family
- First Trust
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Data updated on 2026-06-20