Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '2575.0071.94

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
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Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Fund seeks investment results that correspond to the price and yield of the Richard Bernstein Advisors American Industrial Renaissance Index. The Fund invests in equity securities comprising the Index, which measures the performance of small and mid cap US companies in the industrial and community banking sectors.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Industrials
Peer Group Industrials Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Industrials Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-20.58%
33.98%
17.17%
33.01%
-2.08%
31.43%
33.45%
-5.43%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
3.20%
-15.11%
33.42%
12.77%
25.06%
-16.69%
26.98%
16.18%
-1.20%
-7.21%
30.52%
-13.62%
9.39%
9.97%
14.34%
15.82%
3.98%
-7.50%
39.62%
0.48%
7.09%
9.51%
18.41%
25.28%
0.37%
-14.00%
30.08%
12.31%
20.79%
-8.57%
22.49%
16.87%
1.48%
As of February 27, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of December 31, 2024.
Type % Net
Cash 0.04%
Stock 99.93%
Bond 0.04%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks investment results that correspond to the price and yield of the Richard Bernstein Advisors American Industrial Renaissance Index. The Fund invests in equity securities comprising the Index, which measures the performance of small and mid cap US companies in the industrial and community banking sectors.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Industrials
Peer Group Industrials Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Industrials Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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