FYC
First Trust Small Cap Growth AlphaDEX® Fund
1 year +19.1%Assets$1.34BFirst Trust
Fee0.66%a year
Yield0.1%NA
This year+18.1%
5 years+9.8%a year on average
Components260top 10: 8%
Returns
This year
+18.1%
1 year
+19.1%
3 years, yearly
+29.1%
5 years, yearly
+9.8%
10 years, yearly
+13.4%
The fund's own total return. Volatility 20.9% over one year, 20.1% over three; Sharpe ratio over three years 1.08.
Sectors
Healthcare30.4%
Technology20.4%
Financial Services13.3%
Industrials12.7%
Consumer Cyclicals6.5%
Real Estate5.5%
Energy4.4%
Communication Services3.8%
Basic Materials2.6%
Consumer Defensive0.8%
Utilities0.8%
Regions
North America98.1%
Asia Developed0.5%
United Kingdom0.5%
Asset classes
Stock US98.1%
Stock non-US1.0%
Cash0.0%
About the fund
- Issuer
- First Trust
- Since
- 2011-04-19
- Listed on
- NASDAQ
- ISIN
- US33737M3007
- Turnover
- 135% 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 700 Small 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.