FT Cyclical Strength 33 F RE (F000016HWY)
8.966
-0.05 (-0.58%)
USD |
May 16 2022
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.22% | -- | 0.00% | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -- | -8.60% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Trust seeks above-average capital appreciation. The Trust is concentrated in stocks of the industry or group of industries comprising the industrials and information technology sectors. |
| General | |
| Security Type | Unit Investment Trust |
| Oldest Share Symbol | F000016HWV |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Income |
| Fund Owner Firm Name | First Trust Portfolios L.P. |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Category
1 Month
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1 Year
% Rank:
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-16.70B
Category Low
22.74B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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Date Unavailable
Performance Versus Category
As of May 13, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 13, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| NVIDIA Corp | 4.22% | 172.64 | -2.50% |
| Hubbell Inc | 4.17% | 192.77 | -0.73% |
| Dollar General Corp | 4.16% | 234.17 | 0.79% |
| Deere & Co | 4.15% | 374.45 | 2.12% |
| Target Corp | 4.06% | 219.25 | -0.22% |
| Union Pacific Corp | 3.99% | 227.89 | -1.24% |
| Lowe's Companies Inc | 3.93% | 194.73 | 0.38% |
| Accenture PLC Class A | 3.93% | 286.17 | -0.21% |
| Sherwin-Williams Co | 3.91% | 271.37 | -0.72% |
| Dover Corp | 3.88% | 133.37 | 0.41% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Performance Fee | -- |
| Switching Fee | -- |
| Transaction Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
Basic Info
| Investment Strategy | |
| The Trust seeks above-average capital appreciation. The Trust is concentrated in stocks of the industry or group of industries comprising the industrials and information technology sectors. |
| General | |
| Security Type | Unit Investment Trust |
| Oldest Share Symbol | F000016HWV |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Income |
| Fund Owner Firm Name | First Trust Portfolios L.P. |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (5-13-22) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 19.73 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of May 13, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 2/12/2021 |
| Termination Date | 2/13/2023 |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Share Classes | |
| F000016HWV | -- |
| F000016HWX | -- |
| FUEGWX | -- |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |