FSZFirst Trust Switzerland AlphaDEX Fund
Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX Switzerland Index.
By First Trust · Launched 2012
Annual Cost
0.80%
#4,362 of 5,861 · expensive
Fund Size
$37M
#3,946 of 5,861 · small
Return (1Y)Goal
+7.8%
Track Record
14 years
#959 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,303+13.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 38.2% of fund✓ well diversified
SFS Group AG
4.4%
Sandoz Group AG
4.3%
Barry Callebaut AG
4.3%
Galderma Group AG
3.8%
Bucher Industries AG
3.8%
Swisscom AG
3.7%
Galenica AG
3.7%
PSP Swiss Property AG
3.5%
Holcim AG
3.4%
Sig Group AG
3.4%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Healthcare
23.1%
Industrials
22.2%
Financial Services
18.8%
Consumer Cyclical
11.0%
Basic Materials
8.0%
Consumer Defensive
6.3%
Communication
3.5%
Real Estate
3.2%
Other
4.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.6%Moderate
Year-on-year price swings
Max drawdown
-34.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.77Moderate 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 Switzerland Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the Nasdaq AlphaDEX Switzerland Index using an indexing investment approach. The Index is composed of small, mid, and large cap companies assigned to Switzerland, with significant investments in health care and industrials sectors.
- Inception date
- February 14, 2012
- Fund family
- First Trust
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Data updated on 2026-08-04