RFDI
First Trust RiverFront Dynamic Developed InternationalRFDI Fund Description
The First Trust RiverFront Dynamic Developed International ETF is an actively-managed fund that seeks capital appreciation from developed-country stocks (including the US) selected using a factor approach. The manager has discretion to currency-hedge up to 100% of the portfolio.
RFDI Factset Analytics Insight
RFDI's active manager aims to pick winners among stocks based in developed markets around the world, including the US. RiverFront, the fund's sub-advisor, chooses holdings based on a proprietary scoring system which considers multiple factors, including value, quality and momentum. The sub-advisor also considers geographic, sector and risk exposure, as well as liquidity. At least 40% of the fund will be invested in at least 3 countries outside the United States. Additionally, RiverFront can hedge up to 100% of the portfolio's foreign currency exposure at its discretion. RFDI's prospectus notes that the fund can invest up to 20% of the portfolio in emerging markets.RFDI launched in April 2016. The fund charges one of the steepest fees in its segment, but is not overly expensive for active management.
RFDI 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 August 19, 2018 the First Trust RiverFront Dynamic Developed International MSCI ESG Fund Quality Score is 6.19 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. RFDI ranks in the 44th percentile within its peer group and in the 74th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
RFDI CHARTS AND PERFORMANCE
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RFDI Top 10 Countries
RFDI Top 10 Sectors
RFDI Top 10 Holdings [View All]
RFDI Portfolio Data
RFDI Portfolio Management
RFDI Tax Exposures
RFDI Fund Structure
RFDI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RFDI. RFDI is rated a 5 out of 5.
RFDI Tradability
RFDI Sector/Industry Breakdown
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RFDI TOP 10 HOLDINGS[View All]
RFDI Countries
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RFDI Regions
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RFDI Economic Development
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RFDI Performance Statistics
RFDI MSCI ESG Ratings
RFDI BENCHMARK COMPARISON SUMMARY
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RFDI 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.