First Trust Active Factor Mid Cap ETF (AFMC)
28.58
-0.19
(-0.67%)
USD |
NYSEARCA |
Apr 25, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.65% | 0.02% | 7.143M | 1778.23 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
0.88% | 49.00% | 1.464M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by mid capitalization companies. The manager defines mid capitalization companies as those that, at the time of investment, have a market capitalization between the minimum and maximum market capitalization of a widely recognized index of mid capitalization companies based upon the composition of the index at the time of investment. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
S&P MidCap 400 TR | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Chris Peterson | 4.33 yrs |
Daniel Lindquist | 4.33 yrs |
David McGarel | 4.33 yrs |
Jon Erickson | 4.33 yrs |
Roger Testin | 4.33 yrs |
Stan Ueland | 4.33 yrs |
Chris Bush | 2.92 yrs |
Erik Russo | 2.24 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
Investment Strategy | |
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by mid capitalization companies. The manager defines mid capitalization companies as those that, at the time of investment, have a market capitalization between the minimum and maximum market capitalization of a widely recognized index of mid capitalization companies based upon the composition of the index at the time of investment. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
S&P MidCap 400 TR | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Chris Peterson | 4.33 yrs |
Daniel Lindquist | 4.33 yrs |
David McGarel | 4.33 yrs |
Jon Erickson | 4.33 yrs |
Roger Testin | 4.33 yrs |
Stan Ueland | 4.33 yrs |
Chris Bush | 2.92 yrs |
Erik Russo | 2.24 yrs |