CARZ

First Trust NASDAQ Global Auto Index Fund
LAST TRADECHANGE (%)VOLUME
$37.35+0.30 (0.82%)1.17K
11:35:00 a.m. (ET) 08/22/2017
BID SIZEBID ($)ASK ($)ASK SIZE
20037.2737.44400
D

62
  • Overview
  • Efficiency
  • Tradability
  • Fit

CARZ Fund Description

The First Trust NASDAQ Global Auto Index Fund tracks a market-cap-weighted index of global auto manufacturing firms.

CARZ FactSet Analytics Insight

CARZ is not a broad, global automobile industry fund, but rather a global automakers fund. In another word, it has big stakes in the brand-name companies that manufacture the cars you see on the road—Toyota, Daimler, etc.—but no positions in the upstream part suppliers and accessory manufacturers. Nearly 80% of the fund is allocated to American, German, and Japanese automakers. CARZ charges 70 bps for this exposure, but the strategy still appeals to some: CARZ hosts more than $30M in assets under management. Whether because of liquidity screens or classification issues, there's no Tata motors in this portfolio; the fund is light on emerging markets in general. CARZ is a good choice for investors with conviction in this specific slice of the market, but its high holding costs and wide spreads are not to be ignored.

CARZ MSCI ESG Fund metrics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of August 21, 2017 the First Trust NASDAQ Global Auto Index Fund MSCI ESG Fund Quality Score is 4.18 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. CARZ ranks in the 9th percentile within its peer group and in the 13th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

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  • 1 Year
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CARZ Summary Data

05/09/11
Open-Ended Fund
0.70%
$16.76 M
$107.72 K
0.29%

CARZ Portfolio Data

$48.72 B
9.89
1.13
2.27%
09/21/17
35

CARZ Index Data

NASDAQ OMX Global Auto Index
Market Cap
Market Cap
Thomson Reuters Global Automobiles & Parts

Related ETFs to CARZ

N/A
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

CARZ Portfolio Management

0.70%
-0.96%
1.86%
-2.89%

CARZ Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

CARZ Fund Structure

Open-Ended Fund
No
Yes
100% / 0%%
N/A
N/A
High
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
ASKS30037.75
20037.68
20037.62
40037.45
40037.44
BIDS20037.27
20037.26
20037.14
20037.08
20037.02
LAST 10 TRADES
TIMEPRICESHARES
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Bats BZX Real-time Quote - 12:49:56
Daily Spread
Premium/Discount
Volume

CARZ FactSet Analytics Block Liquidity

As of 08/22/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of CARZ. CARZ is rated a 4 out of 5.

CARZ Tradability

2,831
$107.72 K
993
$36.96 K
0.29%
$0.11
-0.14%
1.20% / -1.14%
None
30.00%
50,000
0.02
0.05%
0.08%
--
$37.05
4

CARZ Performance Statistics

0.78
0.89
0.96
0.86
0.36%
Thomson Reuters Global Automobiles & Parts

CARZ MSCI ESG Fund Metrics

4.18 / 10
9.46
12.95
--
8.49%
29.36