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 tracks an index which implements its proprietary AlphaDEX selection methodology to select small-cap growth stocks. The index starts by removing stocks from the NASDAQ US 700 Small Cap Index which do not trade on an eligible exchange, duplicate stocks, and do not meet liquidity screens. Then, all remaining securities are grouped into either “growth” or “value” buckets. Only those in the “growth” buckets are eligible for inclusion. Those eligible are then scored individually and the top 262 stocks are selected for inclusion in the index. The selected stocks are then split into quintiles based on their selection score, with higher scoring quintiles receiving a greater weight in the Index. The stocks are equally-weighted within each quintile. The index is reconstituted and rebalanced quarterly. The fund switched indexes on April 8, 2016. The selection universe differs (holdings were previously chosen from the S&P SmallCap 600 Index).
FYC MSCI ESG Analytics Insight
First Trust Small Cap Growth AlphaDEX Fund has an MSCI ESG Fund Rating of BBB based on a score of 4.54 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 21st percentile within its peer group and in the 22nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FYC Summary Data
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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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.