FDTSFirst Trust Developed Markets ex-US Small Cap AlphaDEX Fund
FDTS Fund Description
FDTS tracks a tiered equal-weighted index of 400 small-cap companies selected from the S&P Developed Markets ex-US BMI based on S&P's AlphaDex selection methodology.
FDTS Factset Analytics Insight
FDTS aims to outperform the broad developed ex-US small-cap market by using a quantitative methodology to select stocks with the most appealing growth and value factors. It then ranks these stocks based on their attractiveness and weights them equally within quintiles, with higher scoring quintiles receiving a greater weight in the Index. The fund is rebalanced and reconstituted semi-annually.
FDTS MSCI ESG Analytics Insight
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund has an MSCI ESG Fund Rating of BB based on a score of 3.84 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 Developed Markets ex-US Small Cap AlphaDEX Fund ranks in the 9th percentile within its peer group and in the 3th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FDTS 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.
FDTS Portfolio Data
FDTS Index Data
FDTS Portfolio Management
FDTS Tax Exposures
FDTS Fund Structure
FDTS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FDTS. FDTS is rated a 4 out of 5.
FDTS Sector/Industry Breakdown
FDTS Top 10 Holdings[View All]
FDTS Economic Development
FDTS Performance Statistics
FDTS MSCI ESG Ratings
FDTS Benchmark Comparison Summary
FDTS Benchmark Comparison Market Cap Size