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FXZ - ETF AI Analysis

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FXZ

First Trust Materials AlphaDEX Fund (FXZ)

Rating:68Neutral
Price Target:
FXZ’s rating reflects a generally solid materials-focused portfolio, led by strong holdings like Newmont Mining, Steel Dynamics, and Timken, which benefit from robust financial performance, positive earnings calls, and supportive technical trends. These strengths are partly offset by weaker names such as Olin, where high leverage and low profitability add risk, and by some holdings facing bearish momentum or valuation concerns, making sector and stock-specific volatility the main risk factor.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past three months and year-to-date, indicating positive recent momentum.
Top Holdings Showing Solid Gains
Many of the largest positions, including major metals and chemical companies, have delivered strong year-to-date performance that supports the fund’s returns.
Focused Exposure to Materials Sector
The fund’s heavy tilt toward the materials sector gives investors targeted exposure to companies that can benefit when commodity and industrial demand is strong.
Negative Factors
High Sector Concentration
With most assets in the materials sector and additional weight in related industrials, the fund is vulnerable if these cyclical areas weaken.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, so the ETF offers little geographic diversification if the U.S. market or economy slows.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the return is eaten up by fees over time.

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

FXZ Summary

FXZ is an ETF that follows the StrataQuant Materials Index, focusing on U.S. companies that make and process raw materials like metals, chemicals, and construction products. It holds well-known names such as Alcoa and Newmont Mining, giving investors a simple way to invest in the materials sector without picking individual stocks. Someone might consider FXZ if they want diversified exposure to companies that can benefit from economic growth and infrastructure spending. A key risk is that it is heavily tied to the materials sector, so its price can swing a lot with commodity prices and the overall economy.
How much will it cost me?The expense ratio for FXZ is 0.62%, which means you’ll pay $6.20 per year for every $1,000 invested. This is higher than average because FXZ is actively managed, using a specialized stock selection process to try to outperform traditional indexes.
What would affect this ETF?FXZ's performance could benefit from increased infrastructure spending or economic growth, which typically drives demand for materials like metals, chemicals, and construction products. However, it may face challenges from rising interest rates or economic slowdowns, which can reduce industrial activity and consumer demand. Additionally, regulatory changes or environmental concerns affecting mining and chemical companies could impact its top holdings negatively.

FXZ Top 10 Holdings

FXZ is a pure play on U.S. materials, with a heavy tilt toward chemicals, metals, and miners rather than flashy tech names. CF Industries has been a key engine for the fund, rising steadily on solid fundamentals, while RBC Bearings, Timken, and Olin have also been supportive after a generally positive stretch. On the flip side, Mosaic and Steel Dynamics have been losing altitude, and gold names like Newmont and AngloGold have been more of a safety net than a growth driver, leaving the ETF somewhat hostage to commodity and industrial cycles.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Anglogold Ashanti PLC5.11%$19.34M$55.17B155.32%
73
Outperform
RBC Bearings5.02%$18.98M$18.92B79.76%
77
Outperform
Steel Dynamics4.83%$18.24M$27.61B58.27%
76
Outperform
Newmarket4.47%$16.90M$5.91B11.55%
68
Neutral
Eastman Chemical4.43%$16.76M$8.49B-5.23%
72
Outperform
Mosaic Co4.43%$16.73M$7.86B-4.07%
65
Neutral
Cf Industries Holdings4.26%$16.10M$18.64B68.50%
72
Outperform
Newmont Mining3.56%$13.47M$131.52B119.94%
81
Outperform
Carpenter Technology3.52%$13.32M$21.68B154.74%
75
Outperform
Alcoa3.51%$13.28M$19.27B195.07%
76
Outperform

FXZ Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
75.80
Positive
100DMA
70.79
Positive
200DMA
65.24
Positive
Market Momentum
MACD
1.11
Negative
RSI
65.41
Neutral
STOCH
94.77
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FXZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 74.97, equal to the 50-day MA of 75.80, and equal to the 200-day MA of 65.24, indicating a bullish trend. The MACD of 1.11 indicates Negative momentum. The RSI at 65.41 is Neutral, neither overbought nor oversold. The STOCH value of 94.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FXZ.

FXZ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$376.76M0.64%
68
Neutral
$926.43M0.61%
67
Neutral
$868.17M0.61%
71
Outperform
$824.13M0.48%
70
Outperform
$573.76M0.08%
67
Neutral
$187.11M0.40%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FXZ
First Trust Materials AlphaDEX Fund
79.62
29.63
59.27%
FXU
First Trust Utilities AlphaDEX Fund
FXH
First Trust Health Care AlphaDEX Fund
REZ
iShares Residential and Multisector Real Estate ETF
FMAT
Fidelity MSCI Materials Index ETF
RSPM
Invesco S&P 500 Equal Weight Materials 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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