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FPAFirst Trust Asia Pacific ex-Japan AlphaDEX Fund

Grow my money15y track recordRanked #1,790 of 3,055 in this goal

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

By First Trust · Launched 2011

Annual Cost

0.80%

#4,522 of 6,040 · expensive

Fund Size

$115M

#2,958 of 6,040 · mid-size

Return (1Y)

+34.9%

Track Record

15 years

#875 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,871+28.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index enhanced

Factor

Multifactor

Focus

Real Assets

Index tracked

Nasdaq AlphaDEX Asia Pacific Ex-Japan Index

Holdings

By weight

Concentration

Top 10 holdings = 24.3% of funddiversified

SK Square Co Ltd
3.2%
Hyundai Motor Co.
2.8%
SK Hynix Inc.
2.6%
Hyosung Heavy Industries Corporation
2.5%
Mirae Asset Securities Co Ltd.
2.4%
Yancoal Australia Ltd
2.3%
DAIWA CAPITAL MARKETS AMERICA INC.
2.3%
Woodside Energy Group Ltd.
2.2%
HD HYUNDAI CO LTD
2.1%
Kia Corp.
1.9%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Industrials
34.3%
Technology
21.6%
Financial Services
9.7%
Consumer Cyclical
8.0%
Real Estate
6.5%
Energy
6.4%
Utilities
5.0%
Basic Materials
4.4%
Other
4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
31.8%High

Year-on-year price swings

Max drawdown
-52.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.95Decent risk-adjusted returns
Sortino (3Y)
1.42Good 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 Asia Pacific Ex-Japan Index.
Strategy
Invests at least 90% of net assets in securities that comprise the Nasdaq AlphaDEX Asia Pacific Ex-Japan Index using an indexing investment approach. Focuses on small, mid, and large cap companies in the Asia Pacific region excluding Japan, with significant investments in industrials and South Korean issuers.
Inception date
April 18, 2011
Fund family
First Trust

Next steps

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Data updated on 2026-09-18