Key stats
About First Trust Indxx Global Natural Resources Income ETF
Expense ratio
0.70%
Home page
Inception date
Mar 11, 2010
ISIN
US33734X8386
FTRI offers exposure to the upstream segment of the natural resources sector, with a bias to dividend payers. Although the fund doesnt limit itself geographically, or between emerging and developed markets, it seeks to allocate 40% of its portfolio to non-US securities and include stocks from a minimum of three countries. The index includes 50 securities across the energy, materials, agriculture, water, and timber industriesas defined by index provider INDXXwith industry weights capped at 30%. FTRI selects stocks by dividend yield within these industries, and weights them by market-cap rather than yield. This at times produces concentrated stakes in top names. The index is reconstituted annually and rebalanced quarterly. Note: Until December 2015, this fund tracked a radically different index as the First Trust ISE Global Copper ETF under the ticker CU.
Classification
What's in the fund
Exposure type
Energy Minerals
Non-Energy Minerals
Process Industries
Stock breakdown by region