FSZ

FIRST TRUST SWITZERLAND ALPHADEX FUND

Stock NASDAQ – Stock Market Prices, News & Analysis

Fonds investi dans des actions suisses selon la méthodologie AlphaDEX basée sur des critères fondamentaux pour identifier les titres offrant un potentiel d’alpha.

$ 79.88
0.31 %

FIRST TRUST SWITZERLAND ALPHADEX FUND

$ 79.88
0.31 %
FSZ

Fonds investi dans des actions suisses selon la méthodologie AlphaDEX basée sur des critères fondamentaux pour identifier les titres offrant un potentiel d’alpha.

Price history of FIRST TRUST SWITZERLAND ALPHADEX FUND
Price history of FIRST TRUST SWITZERLAND ALPHADEX FUND

Performance & Momentum

6 Months 4.57 %
1 Year 14.95 %
3 Years 34.01 %
5 Years 40.12 %

Strategic Analysis

FIRST TRUST SWITZERLAND ALPHADEX FUND • 2026

FIRST TRUST SWITZERLAND ALPHADEX FUND combines quantitative management with rigorous fundamental stock selection to target Swiss equities with the potential to generate above-market alpha. Its AlphaDEX methodology relies on precise fundamental criteria to build a selected portfolio suited to investors seeking to outperform conventional indices.

Strengths
  • Robust quantitative approach integrating fundamental criteria to optimize stock selection
  • Exclusive focus on the Swiss market, increasing geographic specialization
  • Strong historical performance across several time horizons, reflecting the effectiveness of its methodology
Weaknesses
  • Concentrated exposure to the Swiss market, which may limit geographic diversification
  • Lack of recent impactful news or specific catalysts
Momentum

Moderately positive momentum highlights a favorable trend supported by steady performance over one year and across multiple years. This supportive trend suggests sustained interest in the AlphaDEX strategy in Switzerland, offering a potentially attractive entry point for investors seeking local equity exposure with a value and quality tilt.

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