NasdaqGM - Delayed Quote USD

First Trust Multi Cap Growth AlphaDEX Fund (FAD)

146.35 +1.85 (+1.28%)
At close: 4:00 PM EST
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DELL
  • Previous Close 144.50
  • Open 144.55
  • Bid 146.08 x 1000
  • Ask 146.75 x 1000
  • Day's Range 144.55 - 146.89
  • 52 Week Range 103.36 - 147.32
  • Volume 18,556
  • Avg. Volume 4,567
  • Net Assets 214.91M
  • NAV 144.36
  • PE Ratio (TTM) 22.77
  • Yield 0.52%
  • YTD Daily Total Return 29.21%
  • Beta (5Y Monthly) 1.12
  • Expense Ratio (net) 0.64%

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 500 Large Cap Index TM, NASDAQ US 600 Mid Cap Index TM and NASDAQ US 700 Small Cap Index TM that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX? selection methodology.

First Trust Advisors L.P.

Fund Family

Mid-Cap Growth

Fund Category

214.91M

Net Assets

2007-05-08

Inception Date

Performance Overview: FAD

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Trailing returns as of 11/20/2024. Category is Mid-Cap Growth.

YTD Return

FAD
29.21%
Category
12.67%
?

1-Year Return

FAD
40.22%
Category
34.27%
?

3-Year Return

FAD
4.21%
Category
2.17%
?

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Holdings: FAD

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Top 10 Holdings (5.14% of Total Assets)

SymbolCompany% Assets
CVNA
Carvana Co. 0.64%
APP
AppLovin Corporation 0.58%
RCL
Royal Caribbean Cruises Ltd. 0.52%
TRGP
Targa Resources Corp. 0.50%
PLTR
Palantir Technologies Inc. 0.50%
VRT
Vertiv Holdings Co 0.49%
DASH
DoorDash, Inc. 0.49%
GDDY
GoDaddy Inc. 0.48%
AXON
Axon Enterprise, Inc. 0.47%
KKR
KKR & Co. Inc. 0.47%

Sector Weightings

Recent News: FAD

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Research Reports: FAD

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