FYC
First Trust Small Cap Growth AlphaDEX FundFYC Fund Description
FYC tracks a quant-driven index that select stocks from a small-cap growth universe in an attempt to outperform the market.
FYC Factset Analytics Insight
FYC aims to beat the market, but high all-in costs raise the bar for outperformance. It tracks an index that uses a variety of quantitative screens (including momentum, price-to-sales, and sales growth) to select and weight securities that it believes will outperform. FYC applies these screens to pull stocks from the Nasdaq US 700 Small Cap Growth Index. The resulting portfolio tilts smaller than our small-cap/growth benchmark, with significant sector tilts and higher risk overall. For better or worse, FYC delivers some of the 'purest' small-cap exposure in the space, with a very low weighted average market cap. Liquidity is adequate and spreads tend to be manageable, while larger investors should have no trouble with block trades. Our greatest concern with FYC is its extremely high fee and even higher holding costs due to loose tracking. Note: The fund switched indexes on April 8, 2016. The selection universe differs (holdings were previously chosen from the S&P SmallCap 600 Index) but the screening methodology is unchanged.
FYC MSCI ESG Analytics Insight
First Trust Small Cap Growth AlphaDEX Fund has an MSCI ESG Fund Rating of BB based on a score of 3.53 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 Small Cap Growth AlphaDEX Fund ranks in the 14th percentile within its peer group and in the 26th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FYC CHARTS AND PERFORMANCE
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FYC Portfolio Data
FYC Index Data
FYC Portfolio Management
FYC Tax Exposures
FYC Fund Structure
FYC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FYC. FYC is rated a 5 out of 5.
FYC Tradability
FYC Sector/Industry Breakdown
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FYC TOP 10 HOLDINGS[View All]
FYC Countries
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FYC Regions
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FYC Economic Development
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FYC Performance Statistics
FYC MSCI ESG Ratings
FYC BENCHMARK COMPARISON SUMMARY
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FYC BENCHMARK COMPARISON MARKET CAP SIZE
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