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FXO - ETF AI Analysis

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FXO

First Trust Financials AlphaDEX Fund (FXO)

Rating:72Outperform
Price Target:
FXO’s rating suggests it is a solid but not flawless financials-focused ETF, supported by several strong, well-run companies. Standout holdings like Arch Capital Group, Hartford Financial, and FactSet Research contribute positively through strong financial performance, strategic growth, and in some cases attractive valuations. The main risk is that the fund is concentrated in the financial sector, and a few holdings face issues like bearish technical trends, cash flow challenges, or potential overvaluation, which can weigh on the overall rating.
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the past three and twelve months, indicating positive momentum in its strategy.
Strong Financial Stock Exposure
Several key financial holdings, such as Travelers, Interactive Brokers, and Allstate, have delivered strong performance, helping support the fund’s returns.
Focused U.S. Market Exposure
With almost all assets in U.S. companies, investors get clear, targeted exposure to the U.S. financial sector without added foreign currency risk.
Negative Factors
High Sector Concentration
The fund is heavily concentrated in financial stocks, which means it can be more sensitive to downturns in the financial sector.
Mixed Top Holding Performance
Some of the largest positions, including Lincoln National, AIG, FactSet, and Assured Guaranty, have shown weak performance, which can drag on overall returns.
Above-Average Expense Ratio
The ETF’s fee is relatively high compared with many broad market index funds, which slightly reduces the net return investors receive.

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

FXO Summary

FXO is an exchange-traded fund that follows the StrataQuant Financials Index, focusing on U.S. financial companies like banks, insurance firms, and investment services. Its holdings include well-known names such as Allstate and American International Group (AIG). The fund uses a rules-based approach to pick stocks it believes have strong growth and value potential, giving investors a way to bet on the financial sector while spreading risk across many companies. A key risk is that it is heavily tied to financial stocks, so its value can rise or fall sharply with changes in interest rates, the economy, and the overall market.
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 essentially a bet on U.S. financials, with insurance names steering the ship. Travelers and Allstate have been rising steadily, giving the fund a solid backbone, while First American Financial adds more momentum with improving fundamentals. On the flip side, FactSet Research and Lincoln National have been more mixed, with recent weakness acting like a small anchor on performance. Overall, the ETF is tightly focused on financials, especially insurers, so investors are riding the fortunes of this one sector rather than a broad market mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Marketaxess Holdings2.25%$25.57M$4.47B-20.80%
68
Neutral
Lincoln National2.05%$23.21M$7.92B20.76%
71
Outperform
Factset Research1.80%$20.38M$10.03B-34.72%
78
Outperform
Travelers Companies1.79%$20.31M$81.14B44.48%
78
Outperform
Allstate1.75%$19.89M$70.63B30.57%
74
Outperform
First American Financial1.73%$19.63M$7.98B25.78%
74
Outperform
Central Bancompany1.70%$19.27M$7.83B75.56%
MGIC Investment1.70%$19.25M$6.47B17.57%
78
Outperform
Hartford Insurance1.70%$19.25M$39.46B15.00%
78
Outperform
American International Group1.66%$18.87M$42.52B1.62%
60
Neutral

FXO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
62.00
Positive
100DMA
59.80
Positive
200DMA
59.27
Positive
Market Momentum
MACD
RSI
STOCH
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 64.77, equal to the 50-day MA of 62.00, and equal to the 200-day MA of 59.27, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
$1.14B0.60%
72
Outperform
$6.66B0.35%
74
Outperform
$4.52B0.38%
72
Outperform
$2.40B0.08%
72
Outperform
$2.15B0.38%
72
Outperform
$1.69B0.35%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FXO
First Trust Financials AlphaDEX Fund
65.87
10.45
18.86%
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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