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MWN AI Summary *

The First Trust Small Cap Core AlphaDEX Fund (NASDAQ: FYX) is an exchange-traded fund (ETF) that aims to provide investors with access to a diversified portfolio of small-cap U.S. stocks. Launched in 2007, FYX utilizes a rules-based, quantitative investment strategy based on the AlphaDEX methodology, which combines growth and value factors to select equities. This approach aims to identify stocks with strong potential for performance.

The fund tracks the performance of the StrataQuant U.S. Small Cap Core Index, which consists of small-cap companies from the U.S. equity market. By focusing on stocks across various sectors, FYX provides broad exposure to small-cap equities, which are often characterized by their growth potential and higher volatility compared to their large-cap counterparts. Small-cap stocks are known for their ability to outperform larger companies over time, especially in recovering economic conditions.

As of the latest data in 2023, FYX’s portfolio typically features companies with market capitalizations that fall within the small-cap range, reflecting its commitment to invest in smaller firms. The fund engages in regular rebalancing, ensuring that it reflects the underlying index accurately while adhering to its investment objectives.

Investors may find the First Trust Small Cap Core AlphaDEX Fund attractive for both diversification and growth potential in a relatively high-risk segment of the market. With an expense ratio that may be lower than traditional actively managed funds, FYX provides a cost-effective way for investors to gain exposure to the small-cap space. As with all investments, potential shareholders should consider their risk tolerance, investment goals, and market conditions before investing in this ETF.

MWN AI Analysis *

The First Trust Small Cap Core AlphaDEX Fund (NASDAQ: FYX) offers an interesting opportunity for investors looking to gain exposure to small-cap U.S. equities. As of October 2023, this fund employs the AlphaDEX methodology, which utilizes a rules-based approach to select stocks based on growth and value factors. This unique strategy could provide an edge in generating excess returns over a traditional small-cap index.

The small-cap segment of the market has historically outperformed large caps during economic recoveries due to the greater potential for growth associated with smaller companies. With the U.S. economy showing signs of stability following recent volatility, small caps like those represented in FYX stand to benefit from increased consumer spending and improved corporate earnings.

However, investors should remain aware of the inherent risks associated with small-cap stocks, including higher volatility and economic sensitivity. It is essential to monitor macroeconomic indicators such as interest rates, inflation, and consumer confidence, as these can significantly impact performance. As the Federal Reserve navigates its monetary policy, any changes in interest rates could either bolster or hinder small-cap growth.

Given its diversified portfolio, FYX can also act as a compelling play for those looking to mitigate risk while still capturing the potential upside of small-cap investments. The fund boasts a blend of sectors, with a heavy allocation towards technology, consumer discretionary, and financial services, which are expected to continue thriving in a growing economy.

In summary, the First Trust Small Cap Core AlphaDEX Fund (NASDAQ: FYX) presents an appealing option for investors seeking small-cap exposure, especially in a recovering economy. However, careful consideration of market conditions and a thoughtful approach to allocation are crucial for maximizing the potential benefits while managing risks.

* MWN AI Summary and Analysis is based on asking OpenAI to summarize and analyze the company and stock symbol.


About | First Trust Small Cap Core AlphaDEX Fund (NASDAQ:FYX)

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Nasdaq AlphaDEX Small Cap Core Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is designed to select stocks from the NASDAQ US 700 Small Cap Index (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX selection methodology.

Quote | First Trust Small Cap Core AlphaDEX Fund (NASDAQ:FYX)

Last:$101.23
Change Percent: -0.09%
Open:$100.58
Close:$101.23
High:$101.7639
Low:$100.15
Volume:14,224
Last Trade Date Time:07/10/2025 03:25:19 pm

News | First Trust Small Cap Core AlphaDEX Fund (NASDAQ:FYX)

  • Opportunity Amidst Uncertainty

    2025-07-09 02:25:00 ET By Erik L. Knutzen, CFA, CAIA; Jeff Blazek, CFA; and Maya Bhandari Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.... Read the...

    • July 09, 2025 02:25:00 am

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    • SeekingAlpha
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      • FYX Quote
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  • Fears Of Slower Economic Growth Pressure U.S. Small-Cap Stock Outlook

    2025-06-30 13:33:00 ET US small-cap stocks face an uncertain trajectory for the second half of the year as benchmark indexes sag and trail their larger peers.... Read the full article on Seeking Alpha For further details see: Fears Of Slower Economic Growth Pressure U.S....

    • June 30, 2025 01:33:00 pm

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    • SeekingAlpha
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      • FYX Quote
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Message Board Posts | First Trust Small Cap Core AlphaDEX Fund (NASDAQ:FYX)

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MWN AI FAQ **

What are the key performance metrics of the First Trust Small Cap Core AlphaDEX Fund (FYX) compared to its benchmark over the past year?

The First Trust Small Cap Core AlphaDEX Fund (FYX) outperformed its benchmark over the past year, exhibiting higher returns, consistent volatility metrics, and better risk-adjusted performance indicators such as Sharpe and Sortino ratios, making it a strong investment option.

How does the First Trust Small Cap Core AlphaDEX Fund FYX's expense ratio affect its long-term investment potential?

The First Trust Small Cap Core AlphaDEX Fund FYX's expense ratio impacts its long-term investment potential by reducing net returns for investors; lower expenses typically allow for greater compounding growth, making the fund more attractive for long-term holdings.

What investment strategy does the First Trust Small Cap Core AlphaDEX Fund FYX employ to select its underlying stocks?

The First Trust Small Cap Core AlphaDEX Fund FYX employs a fundamental stock selection strategy that utilizes a proprietary quantitative model to identify small-cap stocks based on growth, value, and momentum factors for its underlying investments.

Can you discuss the sector allocations within the First Trust Small Cap Core AlphaDEX Fund FYX and how they align with current market trends?

The First Trust Small Cap Core AlphaDEX Fund (FYX) allocates across sectors such as technology, industrials, and consumer discretionary, reflecting current market trends that favor growth-oriented sectors as small-cap stocks seek to capitalize on economic recovery and consumer spending.

** MWN AI Questions are based on asking OpenAI to ask and answer four questions about the company and stock symbol.

Stock Information

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First Trust Small Cap Core AlphaDEX Fund Company Name:

FYX Stock Symbol:

NASDAQ Market:

-0.09% G/L:

$101.23 Last:

14,224 Volume:

$100.58 Open:

$101.23 Close:

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