FTC
First Trust Large Cap Growth AlphaDEX® Fund
1 year +7.7%Assets$1.30BFirst Trust
Fee0.63%a year
Yield0.1%NA
This year+8.4%
5 years+8.9%a year on average
Components187top 10: 10%
Returns
This year
+8.4%
1 year
+7.7%
3 years, yearly
+22.6%
5 years, yearly
+8.9%
10 years, yearly
+13.9%
The fund's own total return. Volatility 18.0% over one year, 16.8% over three; Sharpe ratio over three years 1.00.
Sectors
Technology39.7%
Industrials17.9%
Healthcare15.6%
Consumer Cyclicals9.2%
Financial Services7.4%
Basic Materials3.9%
Communication Services2.2%
Real Estate1.7%
Consumer Defensive1.6%
Energy0.6%
Regions
North America102.2%
Europe Developed0.8%
United Kingdom0.4%
Asset classes
Stock US95.6%
Stock non-US1.1%
Cash0.1%
About the fund
- Issuer
- First Trust
- Since
- 2007-05-08
- Listed on
- NASDAQ
- ISIN
- US33735K1088
- Turnover
- 131% a year
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 growth stocks from the NASDAQ US 500 Large Cap Index TM (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.
From the market data provider's fund data, read 2026-10-23. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.