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FXO - ETF AI Analysis

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FXO

First Trust Financials AlphaDEX Fund (FXO)

Rating:73Outperform
Price Target:
FXO’s rating suggests it is a generally solid financials-focused ETF, supported by strong holdings like MGIC Investment, Renaissancere Holdings, and Hanover Insurance, which all show robust financial performance, effective capital management, and positive outlooks. However, weaker names such as Rithm Capital and Annaly Capital, both facing financial performance concerns and high leverage, likely weigh on the fund’s overall quality. The main risk is its concentration in the financial sector, which can make the ETF more sensitive to interest rate changes and financial market stress.
Positive Factors
Balanced Top Holdings
The fund’s largest positions are each relatively small slices of the portfolio, which helps reduce the impact of any single stock.
Mix of Strong and Steady Leaders
Several top holdings have shown strong or steady year-to-date performance, helping support the fund despite some weaker names.
Meaningful Asset Base
The ETF manages over a billion dollars in assets, suggesting it has attracted and maintained a solid level of investor interest.
Negative Factors
Sector Concentration in Financials
With the vast majority of assets in financial stocks, the fund is heavily exposed to downturns in the financial sector.
Limited Geographic Diversification
Almost all holdings are U.S.-based, so the fund offers little protection if the U.S. market struggles compared with other regions.
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.

FXO vs. SPDR S&P 500 ETF (SPY)

FXO Summary

FXO is an exchange-traded fund (ETF) that follows the StrataQuant Financials Index, focusing on U.S. financial companies like banks, insurance firms, and investment managers. It holds well-known names such as T. Rowe Price and FactSet Research. The fund uses a rules-based approach to pick financial stocks that show attractive growth or value traits, so someone might invest in FXO to get diversified exposure to the U.S. financial sector with the potential for long-term growth. A key risk is that it is heavily tied to financial stocks, so it can rise or fall sharply when the financial sector is under pressure.
How much will it cost me?The ETF FXO has an expense ratio of 0.62%, which means you’ll pay $6.20 per year for every $1,000 invested. This is higher than average because FXO is actively managed, using a proprietary strategy to select stocks with strong growth and value characteristics.
What would affect this ETF?FXO's performance could benefit from rising interest rates, as higher rates often improve profitability for banks and financial institutions, which dominate its holdings. However, economic downturns or stricter regulations in the financial sector could negatively impact the ETF, especially given its concentrated exposure to U.S.-based financial companies. Additionally, trends in fintech innovation and consumer demand for financial services may drive growth for top holdings like SoFi and Interactive Brokers.

FXO Top 10 Holdings

FXO is very much a U.S. financials story, with banks, insurers, and asset managers in the driver’s seat. Recently, First American Financial and Everest Group have been rising, giving the fund a lift, while MGIC Investment has stayed relatively steady. On the flip side, FactSet Research and Rithm Capital have been lagging, acting like a bit of a brake on returns, and T. Rowe Price has shown mixed signals. With no big tech or international names to diversify it, FXO lives and dies by the mood in U.S. financials.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
SEI Investments Company1.73%$18.49M$10.86B17.07%
79
Outperform
First American Financial1.71%$18.35M$7.25B13.49%
74
Outperform
T Rowe Price1.67%$17.92M$21.56B14.23%
75
Outperform
AGNC Investment1.65%$17.64M$12.38B23.06%
66
Neutral
MGIC Investment1.64%$17.62M$6.16B18.20%
78
Outperform
Annaly Capital1.61%$17.21M$16.34B17.19%
63
Neutral
Rithm Capital1.59%$17.01M$5.66B-7.75%
58
Neutral
Affiliated Managers1.57%$16.79M$7.67B78.70%
74
Outperform
Cincinnati Financial1.57%$16.78M$25.61B21.91%
76
Outperform
Everest Group1.56%$16.75M$15.41B-3.24%
64
Neutral

FXO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
57.80
Positive
100DMA
59.14
Positive
200DMA
58.20
Positive
Market Momentum
MACD
0.73
Negative
RSI
60.70
Neutral
STOCH
42.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FXO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 59.08, equal to the 50-day MA of 57.80, and equal to the 200-day MA of 58.20, indicating a bullish trend. The MACD of 0.73 indicates Negative momentum. The RSI at 60.70 is Neutral, neither overbought nor oversold. The STOCH value of 42.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FXO.

FXO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.08B0.60%
73
Outperform
$5.41B0.35%
74
Outperform
$3.40B0.38%
72
Outperform
$2.20B0.08%
72
Outperform
$2.00B0.38%
72
Outperform
$1.48B0.35%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FXO
First Trust Financials AlphaDEX Fund
60.01
8.91
17.44%
KBWB
Invesco KBW Bank ETF
IYF
iShares U.S. Financials ETF
FNCL
Fidelity MSCI Financials Index ETF
IYG
iShares US Financial Services ETF
KBE
SPDR S&P Bank ETF
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.
DisclaimerThis 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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