(FXG) First Trust Consumer - Ratings and Ratios

The First Trust Consumer Staples AlphaDEX® Fund (FXG) is an ETF that tracks a modified equal-dollar weighted index designed to identify and select stocks from the consumer staples sector within the Russell 1000 Index that may outperform traditional passive indices through the AlphaDEX selection methodology.

By investing at least 90% of its net assets in the securities that comprise the index, FXG provides a focused exposure to the consumer staples sector, which is generally considered defensive and less sensitive to economic cycles. The AlphaDEX methodology aims to enhance returns by objectively selecting stocks with potential for positive alpha.

To evaluate FXGs performance, key performance indicators (KPIs) such as tracking error, information ratio, and sector allocation can be used. A low tracking error would indicate that the fund is effectively replicating the index, while a high information ratio would suggest that the AlphaDEX methodology is successfully generating excess returns. Additionally, examining the funds sector allocation and stock holdings can provide insights into its potential for long-term outperformance.

FXGs AUM of $300.10M and its listing on NYSE ARCA suggest a reasonable level of liquidity, making it accessible to investors seeking exposure to the consumer staples sector. Investors can further assess FXGs attractiveness by comparing its expense ratio, dividend yield, and historical returns to those of its peers and benchmarks.