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Upturn AI SWOT - About
First Trust Brazil AlphaDEX® Fund (FBZ)
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Upturn Advisory Summary
07/21/2025: FBZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.71% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/21/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 8.76 - 11.94 | Updated Date 06/29/2025 |
52 Weeks Range 8.76 - 11.94 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Brazil AlphaDEX® Fund
ETF Overview
Overview
The First Trust Brazil AlphaDEXu00ae Fund (FBZ) is designed to select and weight stocks from the NASDAQ Brazil Index based on growth scores and value scores, aiming for enhanced returns over a passive approach to Brazilian equities.
Reputation and Reliability
First Trust is a well-established ETF provider known for its innovative and actively managed ETFs.
Management Expertise
First Trust has a team of experienced investment professionals dedicated to managing and overseeing their ETF offerings.
Investment Objective
Goal
The fund seeks investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the NASDAQ AlphaDEXu00ae Brazil Index.
Investment Approach and Strategy
Strategy: The fund uses a proprietary AlphaDEXu00ae methodology to select and weight stocks, focusing on companies with strong growth and value characteristics.
Composition The ETF primarily holds stocks of Brazilian companies across various sectors.
Market Position
Market Share: FBZu2019s market share is relatively small compared to other broader emerging market or Brazil-focused ETFs.
Total Net Assets (AUM): 137680711.58
Competitors
Key Competitors
- iShares MSCI Brazil ETF (EWZ)
- Xtrackers MSCI Brazil Hedged Equity ETF (DBBR)
- VanEck Brazil Small-Cap ETF (BRF)
Competitive Landscape
The Brazilian equities ETF market is dominated by EWZ. FBZ distinguishes itself through its AlphaDEXu00ae methodology, which may offer potentially higher returns but also comes with increased risk. The advantage of FBZ lies in its selective approach, while its disadvantage could be a higher expense ratio and potential tracking error compared to passively managed ETFs like EWZ. DBBR is currency hedged, creating a different niche.
Financial Performance
Historical Performance: Historical performance data is needed to provide specific details.
Benchmark Comparison: Benchmark comparison requires access to performance data and the specific benchmark used.
Expense Ratio: 0.8
Liquidity
Average Trading Volume
The ETF's average trading volume suggests adequate liquidity for most investors, but larger trades may experience slightly wider spreads.
Bid-Ask Spread
The bid-ask spread indicates a moderate cost of trading, which can vary based on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Brazilian economic growth, political stability, commodity prices, and global market conditions significantly influence FBZ's performance.
Growth Trajectory
The growth trajectory of FBZ depends on the success of its stock selection methodology and the overall performance of the Brazilian equity market. Changes to sector allocation or stock selection criteria could impact future performance.
Moat and Competitive Advantages
Competitive Edge
FBZu2019s competitive edge lies in its AlphaDEXu00ae methodology, which aims to outperform traditional market-cap-weighted indices by selecting stocks based on growth and value factors. This approach could potentially lead to higher returns compared to passive strategies. The strategy is particularly attractive for investors seeking active management within an ETF structure. The ETF may appeal to investors looking to capture the growth potential of Brazil while mitigating some of the risks associated with market-cap weighting.
Risk Analysis
Volatility
The fundu2019s volatility is expected to be high, reflective of the volatility of Brazilian equities and emerging markets in general.
Market Risk
The fund is exposed to market risk, including economic and political instability in Brazil, currency fluctuations, and changes in commodity prices.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a higher risk tolerance seeking capital appreciation through Brazilian equities and willing to accept potential volatility.
Market Risk
FBZ is better suited for active traders or investors with a long-term horizon and a higher risk appetite rather than passive index followers.
Summary
First Trust Brazil AlphaDEXu00ae Fund offers a differentiated approach to investing in Brazilian equities through its proprietary AlphaDEXu00ae methodology. While it aims for enhanced returns, it also carries higher risks associated with active management and the volatility of the Brazilian market. It may be suitable for investors seeking exposure to Brazil with a focus on growth and value factors. The ETF's performance is heavily influenced by the Brazilian economy, political stability, and global market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Brazil AlphaDEX® Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select stocks from the NASDAQ Brazil 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.