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FSZFirst Trust Switzerland AlphaDEX Fund

Grow my money#2144 of 2944 for Grow my money

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

First Trust · Since 2012 (14 years)

Annual Cost

0.80%

#3981 out of 5,332 ETFs

Fund Size

$40M

#3555 out of 5,332 ETFs

Dividend Yield

2.45%

Track Record

14 years

#990 out of 5,332 ETFs

Performance

1 Year

+15.5%

3 Years

+11.3%

5 Years

+6.9%

What's inside

Asset class
Region
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
99.6%
Cash
0.4%

Sector breakdown

Healthcare
22.2%
Industrials
22.2%
Financial Services
18.4%
Consumer Cyclical
9.9%
Basic Materials
7.7%
Consumer Defensive
7.4%
Communication
3.9%
Real Estate
3.7%
Other
4.6%

Top holdings

SFS Group AGSFSN.SW4.6%
Sandoz Group AG Registered SharesSDZ.SW4.5%
Barry Callebaut AGBARN.SW4.5%
Galderma Group AG Registered SharesGALD.SW4.0%
Bucher Industries AGBUCN.SW4.0%
Swisscom AGSCMN.SW3.9%
Galenica LtdGALE.SW3.9%
PSP Swiss Property AGPSPN.SW3.7%
Holcim LtdHOLN.SW3.5%
SIG Group AG Ordinary SharesSIGN.SW3.5%

Risk profile

Volatility (1Y)

13.9%

Moderate

Max drawdown

-34.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.56

Decent risk-adjusted returns

Sortino (3Y)

0.80

Moderate downside risk

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Data updated on 2026-05-05