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FSZ - ETF AI Analysis
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First Trust Switzerland AlphaDEX Fund (FSZ)
Rating:60Neutral
Price Target:―
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)
AUM44.81M
RegionEurope
Expense Ratio0.80%
Beta0.62
IssuerFirst Trust
Inception DateFeb 14, 2012
Dividend Yield1.77%
Asset ClassEquity
Index TrackedNASDAQ AlphaDEX Switzerland Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume383
30 Day Avg. Volume11,442
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
83.12Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering39
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 strengths, with notable exposure to financials, healthcare, and industrials. Sandoz Group is a standout, rising steadily on strong revenue growth, while EFG International adds momentum with solid profitability and attractive dividends. However, Holcim and SFS Group are holding the fund back, with lagging year-to-date performance despite stable trends. The ETF’s focus on Swiss equities provides a mix of defensive stability and growth potential, but its reliance on a few key sectors means performance hinges on these industries staying resilient.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Holcim | 5.15% | $2.21M | CHF42.29B | -11.48% | 73 Outperform | |
| Sandoz Group Ltd | 4.28% | $1.83M | CHF26.70B | 81.14% | 59 Neutral | |
| Avolta AG | 4.23% | $1.81M | CHF6.65B | 30.14% | 66 Neutral | |
| Helvetia Holding AG | 4.21% | $1.81M | CHF20.24B | 31.62% | 59 Neutral | |
| Swissquote Group Holding Ltd. | 4.15% | $1.78M | CHF7.32B | 35.32% | 62 Neutral | |
| EFG International AG | 4.14% | $1.77M | CHF5.98B | 73.02% | 64 Neutral | |
| The Swatch Group | 4.13% | $1.77M | CHF9.12B | 23.00% | 61 Neutral | |
| SFS Group AG | 4.01% | $1.72M | CHF4.45B | -4.69% | 72 Outperform | |
| BELIMO Holding AG | 3.88% | $1.66M | CHF10.18B | 51.00% | 70 Outperform | |
| ― | 3.88% | $1.66M | ― | ― | ― |
FSZ Technical Analysis
Positive
―
Price Trends
77.98
Positive
77.77
Positive
75.52
Positive
Market Momentum
1.03
Negative
65.51
Neutral
73.97
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FSZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 80.00, equal to the 50-day MA of 77.98, and equal to the 200-day MA of 75.52, indicating a bullish trend. The MACD of 1.03 indicates Negative momentum. The RSI at 65.51 is Neutral, neither overbought nor oversold. The STOCH value of 73.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FSZ.
FSZ Peer Comparison
Comparison Results
Performance Comparison
FSZ
First Trust Switzerland AlphaDEX Fund
81.12
19.36
31.35%
EWL
iShares MSCI Switzerland ETF
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―
―
FEUZ
First Trust Eurozone AlphaDEX ETF
―
―
―
FKU
First Trust United Kingdom AlphaDEX Fund
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―
―
FGM
First Trust Germany 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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