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Beacon

FXRFirst Trust Industrials/Producer Durables AlphaDEX Fund

Grow my money19y track recordRanked #776 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield of the StrataQuant Industrials Index.

By First Trust · Launched 2007

Annual Cost

0.60%

#3,337 of 6,040 · average

Fund Size

$728M

#1,383 of 6,040 · large

Return (1Y)

+6.8%

Track Record

19 years

#482 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,714+7.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index enhanced

Sector

Industrials

Index tracked

StrataQuant Industrials Index

Holdings

By weight

Concentration

Top 10 holdings = 13.0% of funddiversified

COMFORT SYSTEMS USA INC
1.4%
QUANTA SERVICES INC
1.4%
CATERPILLAR INC
1.3%
GE VERNOVA INC
1.3%
MASTEC INC
1.3%
EMCOR GROUP INC
1.3%
ADT INC
1.2%
XPO INC
1.2%
FISERV INC
1.2%
SYNCHRONY FINANCIAL
1.2%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Industrials
63.5%
Technology
16.4%
Consumer Cyclical
9.4%
Financial Services
5.5%
Basic Materials
4.2%
Healthcare
1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.4%Moderate

Year-on-year price swings

Max drawdown
-44.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.79Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the StrataQuant Industrials Index.
Strategy
Invests at least 90% of net assets in securities that comprise the StrataQuant Industrials Index using an indexing investment approach. The Index is designed to identify stocks in the industrials sector with potential for greater capital appreciation, utilizing the AlphaDEX selection methodology.
Inception date
May 8, 2007
Fund family
First Trust

Next steps

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Data updated on 2026-09-18