(FSZ) First Trust Switzerland - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US33737J2327 • Miscellaneous Region
FSZ: Swiss, Stocks, Equities
The First Trust Switzerland AlphaDEX® Fund (NASDAQ:FSZ) is an exchange-traded fund (ETF) designed to track the performance of the NASDAQ Switzerland Index using the AlphaDEX® selection methodology. The fund typically allocates at least 90% of its net assets to securities included in the index, which is engineered to outperform traditional indices by selecting stocks with the potential for positive alpha or risk-adjusted returns. The AlphaDEX® methodology employs a rules-based approach, evaluating factors such as price appreciation, sales, and other fundamental metrics to identify stocks with strong growth potential. The fund is part of the First Trust family of ETFs and is listed on the NASDAQ exchange. Additional information about the fund can be found at http://www.ftportfolios.com/.
From a technical perspective, FSZ has shown a bullish trend in recent months, with its last price of 68.89 exceeding its 20-day simple moving average (SMA) of 67.47. The funds 50-day SMA of 65.56 and 200-day SMA of 66.16 indicate moderate growth over the medium term. The average true range (ATR) of 0.60 suggests relatively low volatility, making it a stable choice for investors seeking exposure to the Swiss equity market. The funds average volume of 4,490 shares over the past 20 days reflects limited trading activity, which may impact liquidity for large-scale investors.
Over the next three months, FSZ is expected to maintain its current trajectory, supported by its moderate asset base of $67.80 million. The funds technical indicators suggest continued upward momentum, with the 20-day SMA likely to rise above the 50-day SMA, signaling a bullish crossover. The low ATR of 0.60 indicates that price fluctuations will remain manageable, providing a stable investment environment. However, the funds performance will largely depend on the broader Swiss equity market and global economic conditions.
Additional Sources for FSZ ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FSZ ETF Overview
Market Cap in USD | 66m |
Category | Miscellaneous Region |
TER | 0.80% |
IPO / Inception | 2012-02-14 |
FSZ ETF Ratings
Growth Rating | 58.9 |
Fundamental | - |
Dividend Rating | 36.6 |
Rel. Strength | 5.67 |
Analysts | - |
Fair Price Momentum | 72.55 USD |
Fair Price DCF | - |
FSZ Dividends
Dividend Yield 12m | 1.68% |
Yield on Cost 5y | 2.97% |
Annual Growth 5y | 4.14% |
Payout Consistency | 90.0% |
FSZ Growth Ratios
Growth Correlation 3m | 52.2% |
Growth Correlation 12m | 41% |
Growth Correlation 5y | 65.7% |
CAGR 5y | 13.12% |
CAGR/Max DD 5y | 0.39 |
Sharpe Ratio 12m | 0.88 |
Alpha | 9.51 |
Beta | 0.692 |
Volatility | 17.92% |
Current Volume | 0.3k |
Average Volume 20d | 1.2k |
As of May 10, 2025, the stock is trading at USD 73.24 with a total of 299 shares traded.
Over the past week, the price has changed by +0.38%, over one month by +12.47%, over three months by +9.71% and over the past year by +17.63%.
Partly, yes. Based on ValueRay Analyses, First Trust Switzerland (NASDAQ:FSZ) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 58.88 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FSZ as of May 2025 is 72.55. This means that FSZ is currently overvalued and has a potential downside of -0.94%.
First Trust Switzerland has no consensus analysts rating.
According to ValueRays Forecast Model, FSZ First Trust Switzerland will be worth about 80.6 in May 2026. The stock is currently trading at 73.24. This means that the stock has a potential upside of +9.99%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 80.6 | 10% |