First Trust Mid Cap Core AlphaDEX Fund

Profitability for 1 year: 19.58%
Commission: 0.6%
Category: Small Cap Growth Equities

134.95 $

-2.64 $ -1.92%
94.92 $
137.74 $

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Chart First Trust Mid Cap Core AlphaDEX Fund

Main settings

10 year return 143.74
3 year return 17.28
5 year return 88.08
Annual return 19.58
Asset size Mid-Cap
Asset type Equity
Average P/BV 1.82
Average P/E 15.52
Average P/S 1.15
Beta 1.12
Commission 0.6
Country USA
Currency usd
Div. yield 0.23
Focus Mid Cap
Foundation date 2007-05-08
ISIN code US33735B1089
ISO country US
Index NASDAQ AlphaDEX Mid Cap Core Index
Number of companies 46
Owner First Trust
Region United States
Region U.S.
Strategy Multi-factor
Top 10 issuers, % 5.93
Website link
segment Equity: U.S. - Mid Cap
Change per day -1.92% 137.58 $
Change per week -1.7% 137.28 $
Change per month +1.91% 132.41 $
Change per 3 month +5.67% 127.71 $
Change per half year +8.49% 124.385 $
Change per year +19.58% 112.85 $
Change per year to date +1.65% 132.76 $

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Top companies

Title Industry Share, % P/BV P/S P/E EV/Ebitda Dividend yield
#1 Lumentum Holdings Lumentum Holdings Technology 0.8612 44.37 30.61 1943.94 81.5 0
#2 Alcoa Alcoa Materials 0.6813 1.53 0.66 131.52 6.3 1.33
#3 Hecla Mining Company Hecla Mining Company Materials 0.6489 1.48 3.25 84.51 11.33 0.58
#4 Guardant Health, Inc. Guardant Health, Inc. Healthcare 0.6339 -26.84 5.07 -15.5 -11.69 0
#5 Ciena Corporation Ciena Corporation Technology 0.6152 18.8 10.76 416.1 69.69 0
#6 EchoStar Corporation EchoStar Corporation Technology 0.5359 0.31 0.4 -64.19 13.62 0
#7 Abercrombie & Fitch Co. Abercrombie & Fitch Co. Consumer Discretionary 0.531 3.93 1.06 9.28 6.96 0
#8 Amkor Technology, Inc. Amkor Technology, Inc. Technology 0.5094 1.53 1.01 18.06 6.02 2.62
#9 Five Below Inc Five Below Inc Consumer Discretionary 0.4611 6.48 3.02 46.21 13.89 0
#10 Centene Centene Healthcare 0.452 1.05 0.11 -3.14 -3.8 0

Structure ETF

Stock 20.44 %

Similar ETF

Other ETFs from the Management Company

Title Class Category Commission Annual return
Equity 0.49 18.32
Equity 0.65 10.52
Equity 0.55 7.51
Bond 0.45 0.39
Equity 0.59 -14.07
Equity 0.52 -8.63
Preferred Stock 0.84 4.43
Equity 1.05 10.79
Bond 0.64 2.97
Equity 0.45 21.39
Equity 0.57 12.38
Equity 0.9 12.43
Equity 0.6 -6.39
Equity 0.75 5.75
Commodity 0.95 1.37
Bond 0.85 2.6
Bond 0.87 -1.87
Equity 0.58 -1.11
Bond 0.65 4.65
Equity 0.61 22.85
Equity 0.53 4.36
Equity 0.61 13.42
Bond 1.02 -0.24
Equity 0.6 79.1
Equity 0.62 9.05
Multi-Asset 0.85 3.83
Equity 0.62 12.57
Alternatives 1.46 7.44
Equity 0.6 27.59
Equity 0.6 22.71

Description First Trust Mid Cap Core AlphaDEX Fund

Π­Ρ‚ΠΎΡ‚ ETF являСтся ΠΎΠ΄Π½ΠΈΠΌ ΠΈΠ· Π½Π΅ΡΠΊΠΎΠ»ΡŒΠΊΠΈΡ… доступных ETF, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ ΠΏΡ€Π΅Π΄Π»Π°Π³Π°ΡŽΡ‚ доступ ΠΊ акциям БША со срСднСй ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ, классу Π°ΠΊΡ‚ΠΈΠ²ΠΎΠ², ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ ΠΌΠΎΠΆΠ΅Ρ‚ ΡΠΎΡΡ‚Π°Π²Π»ΡΡ‚ΡŒ Π·Π½Π°Ρ‡ΠΈΡ‚Π΅Π»ΡŒΠ½ΡƒΡŽ Ρ‡Π°ΡΡ‚ΡŒ долгосрочных ΠΏΠΎΡ€Ρ‚Ρ„Π΅Π»Π΅ΠΉ с Π²ΠΎΠ·ΠΌΠΎΠΆΠ½ΠΎΡΡ‚ΡŒΡŽ ΠΏΠΎΠΊΡƒΠΏΠΊΠΈ ΠΈ удСрТания. Π’Π°ΠΊΠΈΠΌ ΠΎΠ±Ρ€Π°Π·ΠΎΠΌ, этот ETF ΠΌΠΎΠΆΠ΅Ρ‚ Π±Ρ‹Ρ‚ΡŒ Π±ΠΎΠ»Π΅Π΅ ΠΏΡ€ΠΈΠ²Π»Π΅ΠΊΠ°Ρ‚Π΅Π»ΡŒΠ½Ρ‹ΠΌ для Ρ‚Π΅Ρ…, ΠΊΡ‚ΠΎ участвуСт Π² процСссС построСния портфСля, Ρ‡Π΅ΠΌ для краткосрочных Ρ‚Ρ€Π΅ΠΉΠ΄Π΅Ρ€ΠΎΠ². Акции со срСднСй ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ ΠΏΡ€ΠΈΠ²Π»Π΅ΠΊΠ°Ρ‚Π΅Π»ΡŒΠ½Ρ‹ для ΠΌΠ½ΠΎΠ³ΠΈΡ…, ΠΏΠΎΡ‚ΠΎΠΌΡƒ Ρ‡Ρ‚ΠΎ ΠΎΠ½ΠΈ всС Π΅Ρ‰Π΅ ΠΈΠΌΠ΅ΡŽΡ‚ Π·Π½Π°Ρ‡ΠΈΡ‚Π΅Π»ΡŒΠ½Ρ‹ΠΉ ΠΏΠΎΡ‚Π΅Π½Ρ†ΠΈΠ°Π» роста, Π½ΠΎ ΠΎΠ½ΠΈ ΠΌΠ΅Π½Π΅Π΅ рискованны, Ρ‡Π΅ΠΌ ΠΈΡ… ΡΠΎΠ±Ρ€Π°Ρ‚ΡŒΡ с ΠΌΠ°Π»ΠΎΠΉ ΠΈ ΠΌΠΈΠΊΡ€ΠΎΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΡŒΠ½ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ. FNX ΠΏΡ€Π΅Π΄Π»Π°Π³Π°Π΅Ρ‚ доступ ΠΊ сбалансированному ΠΏΠΎΡ€Ρ‚Ρ„Π΅Π»ΡŽ Π°ΠΊΡ†ΠΈΠΉ, Π²ΠΊΠ»ΡŽΡ‡Π°ΡŽΡ‰Π΅ΠΌΡƒ ΠΎΠΊΠΎΠ»ΠΎ 300 ΠΎΡ‚Π΄Π΅Π»ΡŒΠ½Ρ‹Ρ… Π½Π°ΠΈΠΌΠ΅Π½ΠΎΠ²Π°Π½ΠΈΠΉ, ΠΈ ΠΎΡ‚Π½ΠΎΡΠΈΡ‚Π΅Π»ΡŒΠ½ΠΎ Ρ€Π°Π²Π½ΠΎΠΌΠ΅Ρ€Π½ΠΎ распрСдСляСт риски. ΠšΠΎΡΡ„Ρ„ΠΈΡ†ΠΈΠ΅Π½Ρ‚ расходов Π½Π°ΠΌΠ½ΠΎΠ³ΠΎ Π²Ρ‹ΡˆΠ΅, Ρ‡Π΅ΠΌ Ρƒ ΠΌΠ½ΠΎΠ³ΠΈΡ… Π΄Ρ€ΡƒΠ³ΠΈΡ… ΠΏΡ€ΠΎΠ΄ΡƒΠΊΡ‚ΠΎΠ² Π² этой ΠΊΠ°Ρ‚Π΅Π³ΠΎΡ€ΠΈΠΈ, Π½ΠΎ это благодаря ΠΌΠ΅Ρ‚ΠΎΠ΄ΠΎΠ»ΠΎΠ³ΠΈΠΈ Ρ„ΠΎΠ½Π΄Π°, которая пытаСтся ΠΎΡ‚ΡΠ΅ΠΈΠ²Π°Ρ‚ΡŒ Π½Π΅ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ ΠΈΠ· Ρ…ΡƒΠ΄ΡˆΠΈΡ… ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΉ Π² индСксС, ΠΏΠΎΡ‚Π΅Π½Ρ†ΠΈΠ°Π»ΡŒΠ½ΠΎ увСличивая ΠΎΠ±Ρ‰ΡƒΡŽ ΠΏΡ€ΠΈΠ±Ρ‹Π»ΡŒ. Для Ρ‚Π΅Ρ…, ΠΊΡ‚ΠΎ ΠΈΡ‰Π΅Ρ‚ Π΄Ρ€ΡƒΠ³ΠΎΠΉ, Π±ΠΎΠ»Π΅Π΅ Π΄Π΅ΡˆΠ΅Π²Ρ‹ΠΉ Π²Ρ‹Π±ΠΎΡ€, Π΅ΡΡ‚ΡŒ Π²Π°Ρ€ΠΈΠ°Π½Ρ‚Ρ‹ с взвСшиваниСм ΠΏΠΎ ΠΎΠ³Ρ€Π°Π½ΠΈΡ‡Π΅Π½ΠΈΡŽ, Ρ‚Π°ΠΊΠΈΠ΅ ΠΊΠ°ΠΊ MDY ΠΈ IJH, ΡΠ²Π΅Ρ€Ρ…Π΄Π΅ΡˆΠ΅Π²Ρ‹ΠΉ FMU ΠΈ Ρ€Π°Π²Π½ΠΎΠ²Π·Π²Π΅ΡˆΠ΅Π½Π½Ρ‹ΠΉ EWRM.