First Trust Switzerland AlphaDEX Fund

Frequently Asked Questions About FSZ

What does FSZ invest in?

The First Trust Switzerland AlphaDEX Fund is an exchange-traded fund structured to mirror the price and income performance of the Nasdaq AlphaDEX Switzerland Index. Its objective is to achieve investment results that generally align with this equity index's returns, preceding the deduction of the fund's own operating costs and charges.

What is the expense ratio of FSZ?

First Trust Switzerland AlphaDEX Fund (FSZ) charges an expense ratio of 0.80%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FSZ?

First Trust Switzerland AlphaDEX Fund (FSZ) manages $36.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FSZ actively managed or an index fund?

FSZ's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FSZ launched?

First Trust Switzerland AlphaDEX Fund (FSZ) launched in February 2012 and is managed by First Trust.

How has FSZ performed?

FSZ's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.