First Trust Horizon Managed Vol S/M ETF (HSMV)
32.01
+0.03
(+0.09%)
USD |
NYSEARCA |
Apr 18, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.80% | -0.02% | 17.58M | 1348.83 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.30% | 70.00% | -1.596M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| S&P 1000 TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Michael Dickson | 3.99 yrs |
| Scott Ladner | 3.99 yrs |
| Steven Clark | 3.99 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| S&P 1000 TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Michael Dickson | 3.99 yrs |
| Scott Ladner | 3.99 yrs |
| Steven Clark | 3.99 yrs |