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FE
First Trust Large Cap Core AlphaDEX Fund
FEX
Volume
46.06K
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FE
FEX
FE
First Trust Large Cap Core AlphaDEX Fund
FEX
News
·
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
AUM
N/A
Volume
46.06K
Yield
1.21%
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Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
First Trust Large Cap Core AlphaDEX ETF (FEX) is a passively managed large cap blend ETF with $1.55 billion in assets and a 0.57% expense ratio. The fund has returned 13.88% year-to-date and 16.07% over the past year, with a medium risk profile. It carries a Zacks ETF Rank of 3 (Hold), making it a sufficient option for large cap blend exposure, though competitors like Vanguard 500 Index Fund and iShares Core S&P 500 ETF offer lower expense ratios.
Zacks Investment Research · Sep 21, 2026
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
FEX is a smart beta ETF launched in 2007 with $1.59 billion in assets, offering large-cap blend exposure through the Nasdaq AlphaDEX methodology. With a 0.57% expense ratio, it has gained 16.32% year-to-date and 20.28% over the past year, featuring 376 holdings with medium risk (beta 0.94). However, traditional market cap-weighted alternatives like IVV and VOO offer lower expense ratios (0.03%) and significantly larger asset bases.
Zacks Investment Research · Sep 9, 2026
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Style Box ETF report for FEX
Zacks Investment Research · Jun 25, 2024
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Smart Beta ETF report for FEX
Zacks Investment Research · Jun 12, 2024
The More Things Stay The Same
One of the cardinal tenets of investment management is that nothing stays the same forever.
Seeking Alpha · May 11, 2024
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Style Box ETF report for FEX
Zacks Investment Research · Apr 24, 2024
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Smart Beta ETF report for FEX
Zacks Investment Research · Apr 10, 2024
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Style Box ETF report for FEX
Zacks Investment Research · Feb 21, 2024
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Smart Beta ETF report for FEX
Zacks Investment Research · Feb 7, 2024
Magnificent Seven Drive 2023 U.S. Large Caps - And Spotlight Index Profitability Rules
The rise of the Magnificent Seven marks a shift in the type of company that grows to become a mega cap.
Seeking Alpha · Feb 3, 2024
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FE
FEX
First Trust Large Cap Core AlphaDEX Fund
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Limit
Soon
FEX
25%
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75%
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Available Balance
0.00
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Related Tickers
Earnings
Dividends
Last · Sep 24
Quarterly
Amount
$0.41
Yield
1.02%
Annual
$1.38