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FSZ - ETF AI Analysis
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First Trust Switzerland AlphaDEX Fund (FSZ)
Rating:60Neutral
Price Target:
$82.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Sector Diversification
The fund is spread across multiple sectors, including financials, health care, and industrials, reducing reliance on any single industry.
Focused Geographic Exposure
With a heavy focus on Switzerland, the ETF provides targeted exposure to a stable and developed market.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, such as Holcim and SFS Group AG, have lagged in performance, which may weigh on the fund's overall returns.
Limited Geographic Diversification
The ETF is heavily concentrated in Switzerland, offering little exposure to other global markets and increasing country-specific risk.
FSZ vs. SPDR S&P 500 ETF (SPY)
AUM41.72M
RegionEurope
Expense Ratio0.80%
Beta0.64
IssuerFirst Trust
Inception DateFeb 14, 2012
Dividend Yield3.03%
Asset ClassEquity
Index TrackedNASDAQ AlphaDEX Switzerland Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume497
30 Day Avg. Volume11,074
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
80.89Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering41
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FSZ Summary
The First Trust Switzerland AlphaDEX Fund (FSZ) is an ETF that focuses on Swiss companies using a unique rules-based approach to select stocks with strong growth and value potential. It includes well-known companies like Holcim and The Swatch Group, and covers industries such as finance, healthcare, and consumer goods. Investors might consider FSZ for diversification and exposure to the stable and innovative Swiss market. However, new investors should be aware that the ETF’s performance is closely tied to the Swiss economy, which means it can be affected by changes in the region’s economic conditions.
How much will it cost me?The expense ratio for the First Trust Switzerland AlphaDEX Fund (FSZ) is 0.8%, which means you’ll pay $8 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, using a rules-based strategy to select stocks with growth and value potential. Actively managed funds typically have higher costs due to the additional research and management involved.
What would affect this ETF?The FSZ ETF, which focuses on Swiss equities, could benefit from Switzerland's strong reputation for economic stability and innovation, particularly in sectors like healthcare and finance. Positive trends such as advancements in pharmaceuticals or growth in financial services could drive the ETF's performance. However, potential risks include economic slowdowns in Europe, regulatory changes affecting key sectors, or global market volatility, which could negatively impact the ETF's holdings and overall returns.
FSZ Top 10 Holdings
The First Trust Switzerland AlphaDEX Fund (FSZ) leans heavily into Switzerland’s industrial and financial sectors, with notable contributions from consumer-focused names. BELIMO Holding AG is a standout, rising steadily thanks to strong earnings and strategic growth, while The Swatch Group adds momentum with bullish trends and solid financial stability. On the flip side, Holcim is losing steam, weighed down by revenue challenges despite its attractive valuation. Swissquote Group’s mixed technical signals also hold back performance. Overall, FSZ’s sector diversity balances innovation with stability, offering a unique lens into Switzerland’s resilient economy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Holcim | 4.96% | $1.96M | CHF38.36B | -19.76% | 66 Neutral | |
| Helvetia Holding AG | 4.56% | $1.80M | CHF10.82B | 35.48% | 59 Neutral | |
| Swissquote Group Holding Ltd. | 4.34% | $1.72M | CHF6.98B | 43.21% | 73 Outperform | |
| The Swatch Group | 4.20% | $1.66M | CHF8.75B | 9.71% | 61 Neutral | |
| Adecco Group AG | 4.12% | $1.63M | CHF4.07B | 3.92% | 67 Neutral | |
| Avolta AG | 4.04% | $1.60M | CHF6.00B | 26.39% | 66 Neutral | |
| Sandoz Group Ltd | 4.02% | $1.59M | CHF23.72B | 47.37% | 59 Neutral | |
| ― | 3.91% | $1.55M | ― | ― | ― | |
| BELIMO Holding AG | 3.90% | $1.54M | CHF9.28B | 50.13% | 70 Outperform | |
| EFG International AG | 3.87% | $1.53M | CHF5.23B | 57.74% | 64 Neutral |
FSZ Technical Analysis
Negative
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Price Trends
77.16
Negative
77.78
Negative
73.89
Positive
Market Momentum
-0.25
Positive
38.44
Neutral
4.39
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FSZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 76.95, equal to the 50-day MA of 77.16, and equal to the 200-day MA of 73.89, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 38.44 is Neutral, neither overbought nor oversold. The STOCH value of 4.39 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FSZ.
FSZ Peer Comparison
Comparison Results
Performance Comparison
FSZ
First Trust Switzerland AlphaDEX Fund
75.28
12.03
19.02%
EWL
iShares MSCI Switzerland ETF
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FEUZ
First Trust Eurozone AlphaDEX ETF
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EUDG
WisdomTree Europe Quality Dividend Growth Fund
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FKU
First Trust United Kingdom AlphaDEX Fund
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FLSW
Franklin FTSE Switzerland ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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