(FXU) First Trust Utilities - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33734X1845 • Utilities
FXU: Electricity, Gas, Water, Energy, Utilities
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 a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology. ‣ Company URL: http://www.ftportfolios.com/ ‣ Domicile: United States
Additional Sources for FXU ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FXU ETF Overview
| Market Cap in USD | 339m |
| Category | Utilities |
| TER | 0.64% |
| IPO / Inception | 2007-05-08 |
FXU ETF Ratings
| Growth 5y | 63.6% |
| Fundamental | - |
| Dividend | 37.4% |
| Rel. Strength Industry | -1.76 |
| Analysts | - |
| Fair Price Momentum | 40.07 USD |
| Fair Price DCF | - |
FXU Dividends
| Dividend Yield 12m | 2.35% |
| Yield on Cost 5y | 3.53% |
| Annual Growth 5y | -4.11% |
| Payout Consistency | 87.3% |
FXU Growth Ratios
| Growth Correlation 3m | -2.5% |
| Growth Correlation 12m | 95.1% |
| Growth Correlation 5y | 84% |
| CAGR 5y | 8.47% |
| CAGR/Mean DD 5y | 1.17 |
| Sharpe Ratio 12m | 1.67 |
| Alpha | 9.47 |
| Beta | 0.83 |
| Volatility | 16.48% |
| Current Volume | 43.2k |
| Average Volume 20d | 91.1k |
What is the price of FXU stocks?
As of January 23, 2025, the stock is trading at USD 38.79 with a total of 43,200 shares traded.
Over the past week, the price has changed by +1.46%, over one month by +2.19%, over three months by +1.05% and over the past year by +32.61%.
As of January 23, 2025, the stock is trading at USD 38.79 with a total of 43,200 shares traded.
Over the past week, the price has changed by +1.46%, over one month by +2.19%, over three months by +1.05% and over the past year by +32.61%.
Is First Trust Utilities a good stock to buy?
Yes. Based on ValueRay Analyses, First Trust Utilities (NYSE ARCA:FXU) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 63.64 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FXU as of January 2025 is 40.07. This means that FXU is currently overvalued and has a potential downside of 3.3%.
Yes. Based on ValueRay Analyses, First Trust Utilities (NYSE ARCA:FXU) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 63.64 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FXU as of January 2025 is 40.07. This means that FXU is currently overvalued and has a potential downside of 3.3%.
Is FXU a buy, sell or hold?
First Trust Utilities has no consensus analysts rating.
First Trust Utilities has no consensus analysts rating.
What are the forecast for FXU stock price target?
According to ValueRays Forecast Model, FXU First Trust Utilities will be worth about 44.3 in January 2026. The stock is currently trading at 38.79. This means that the stock has a potential upside of +14.23%.
According to ValueRays Forecast Model, FXU First Trust Utilities will be worth about 44.3 in January 2026. The stock is currently trading at 38.79. This means that the stock has a potential upside of +14.23%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 44.3 | 14.2% |