AFMC
First Trust Active Factor Mid Cap ETFAFMC Fund Description
AFMC is an actively managed portfolio of factor-focused US midcap companies seeking capital appreciation.
AFMC Factset Analytics Insight
AFMC constructs its portfolio by using a multi-factor quantitative methodology with active risk management to screen US companies in the midcap space. Securities selected are exhibiting exposures to one or more investing factors — value, momentum, quality, and low volatility. AFMC being actively-managed, the advisor is able to alter the investing factors used in the portfolio construction in response to changes in market conditions, emergent academic research or other considerations, in addition to managing risk exposure.
AFMC MSCI ESG Analytics Insight
First Trust Active Factor Mid Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.79 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. First Trust Active Factor Mid Cap ETF ranks in the 37th percentile within its peer group and in the 52nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AFMC MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
AFMC Summary Data
AFMC Portfolio Data
AFMC Index Data
AFMC Portfolio Management
AFMC Tax Exposures
AFMC Fund Structure
AFMC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AFMC. AFMC is rated a 4 out of 5.
AFMC Tradability
AFMC Sector/Industry Breakdown
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AFMC Top 10 Holdings[View All]
AFMC Countries
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AFMC Regions
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AFMC Economic Development
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AFMC Performance Statistics
AFMC MSCI ESG Ratings
AFMC Benchmark Comparison Summary
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AFMC Benchmark Comparison Market Cap Size
AFMC
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.