FXHFirst Trust Health Care AlphaDEX Fund
Seeks investment results that correspond generally to the price and yield of the StrataQuant Health Care Index.
By First Trust · Launched 2007
Annual Cost
0.61%
#3,414 of 6,040 · average
Fund Size
$1.1B
#1,107 of 6,040 · large
Return (1Y)
+22.9%
Track Record
19 years
#482 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,105+21.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index enhanced
Sector
Health careIndex tracked
StrataQuant Health Care Index
Holdings
By weightConcentration
Top 10 holdings = 25.6% of funddiversified
ORGANON & COMPANY
3.8%
HUMANA INC
3.0%
ELEVANCE HEALTH INC
2.8%
MOLINA HEALTHCARE INC
2.5%
CIGNA GROUP (THE)
2.4%
GLOBUS MEDICAL INC
2.3%
EXELIXIS INC
2.2%
BIOGEN INC
2.2%
SOLVENTUM CORP
2.2%
INCYTE CORP
2.2%
Asset allocation
Stocks
99.8%
Cash
0.1%
By sector
Healthcare
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.9%Moderate
Year-on-year price swings
Max drawdown
-30.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.42Below average
Sortino (3Y)
0.62Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the StrataQuant Health Care Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the StrataQuant Health Care Index using an indexing investment approach. The Index is designed to identify stocks in the health care sector with potential for greater capital appreciation, utilizing the AlphaDEX selection methodology.
- Inception date
- May 8, 2007
- Fund family
- First Trust
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Data updated on 2026-09-18