RFEU

First Trust RiverFront Dynamic Europe
N/A

N/A
  • Overview
  • Efficiency
  • Tradability
  • Fit

RFEU Fund Description

The First Trust RiverFront Dynamic Europe ETF is an actively-managed fund that seeks capital appreciation from developed European stocks selected using a factor approach. The manager has discretion to currency-hedge up to 100% of the portfolio.

RFEU Factset Analytics Insight

RFEU's active manager aims to pick winners in the developed European equity market. RiverFront, the fund's sub-advisor, chooses holdings based on a proprietary system which considers multiple factors, including value, quality and momentum. The sub-advisor also considers geographic, sector and risk exposure, as well as liquidity. Additionally, RiverFront can hedge up to 100% of the portfolio's currency exposure at its discretion. RFEU's prospectus notes that the fund can invest up to 20% of the portfolio in out-of-segment plays , including firms in emerging markets or outside of Europe.

RFEU launched in April 2016. The fund charges one of the steepest fees in its segment, but is not overly expensive for active management.

RFEU MSCI ESG Analytics 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 April 23, 2018 the First Trust RiverFront Dynamic Europe MSCI ESG Fund Quality Score is 6.87 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. RFEU ranks in the 44th percentile within its peer group and in the 90th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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RFEU Top 10 Countries View All

RFEU Top 10 Sectors

RFEU Top 10 Holdings View All

RFEU Summary Data

First Trust
04/14/16
Open-Ended Fund
0.83%
$172.82M
$1.38M
0.30%

RFEU Portfolio Data

$53.76B
15.60
2.20
1.44%
06/21/18
127

RFEU Index Data

No Underlying Index
Proprietary
Proprietary
MSCI Europe IMI

Related ETFs to RFEU

HEDJ, DBEU, HEZU, HFXE, DBEZ
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

RFEU Portfolio Management

0.83%
--
--
--

RFEU Tax Exposures

20.00% / 39.60%
0.80%
Qualified dividends
No

RFEU Fund Structure

Open-Ended Fund
Yes
No
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

RFEU Factset Analytics Block Liquidity

As of 04/24/18
5
4
3
2
1

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

RFEU Tradability

20,874
$1.38M
7,792
$511.58K
0.30%
$0.20
0.37%
1.15% / -0.49%
None
31.00%
50,000
0.16
0.12%
0.07%
--
$66.31
4

RFEU Sector/Industry BreakdownView All

RFEUSegment Benchmark
22.82% 18.30%
11.89% 14.68%
13.18% 14.26%
8.03% 10.87%
5.34% 9.33%
11.64% 9.26%
11.11% 7.77%
7.51% 7.07%
2.87% 3.89%

RFEU Geographic Exposure

RFEUSegment Benchmark
28.22% 19.33%
15.38% 17.34%
11.97% 13.84%
14.63% 11.40%
4.92% 10.30%
4.25% 6.94%
5.49% 5.92%
1.36% 5.12%
2.88% 4.53%

RFEUSegment Benchmark
99.23% 99.05%
0.77% 0.95%
0.00% / 0.00% 0.00% / 0.00%

RFEU Performance Statistics

0.56
0.91
0.98
0.85
0.52%
MSCI Europe IMI

RFEU MSCI ESG Ratings

6.87 / 10
43.95
90.10
11.53%
5.19%
222.24

RFEU BENCHMARK COMPARISON

    RFEU
    127 Holdings
    Segment Benchmark
    1417 Constituents
    Shared Holdings
    126 (Count)
     
    30.58% (Weight)
RFEUSegment Benchmark
75.53% 67.60%
18.89% 31.38%
5.20% 1.03%
0.39% 0.00%
3.19% 2.65%

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.