RFEU

First Trust RiverFront Dynamic Europe
C

57
*Unless otherwise stated, data provided by FactSet.

RFEU Fund Description

The First Trust RiverFront Dynamic Europe ETF is an actively-managed fund that seeks capital appreciation from developed European stocks selected using a factor approach. The manager has discretion to currency-hedge up to 100% of the portfolio.

RFEU Factset Analytics Insight

RFEU's active manager aims to pick winners in the developed European equity market. RiverFront, the fund's sub-advisor, chooses holdings based on a proprietary system which considers multiple factors, including value, quality and momentum. The sub-advisor also considers geographic, sector and risk exposure, as well as liquidity. Additionally, RiverFront can hedge up to 100% of the portfolio's currency exposure at its discretion. RFEU's prospectus notes that the fund can invest up to 20% of the portfolio in out-of-segment plays , including firms in emerging markets or outside of Europe.RFEU launched in April 2016. The fund charges one of the steepest fees in its segment, but is not overly expensive for active management.

RFEU 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 September 20, 2018 the First Trust RiverFront Dynamic Europe MSCI ESG Fund Quality Score is 6.63 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. RFEU ranks in the 25th percentile within its peer group and in the 86th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

RFEU CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 09/20/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RFEU 3.26% 1.71% 0.40% 2.49% -- -- --
RFEU (NAV) 2.85% 1.61% 0.63% 3.35% -- -- --
No Underlying Index -- -- -- -- -- -- --
MSCI Europe IMI 2.83% 1.32% -1.36% 1.32% 7.09% 4.29% 4.42%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RFEU Top 10 Countries

RFEU Top 10 Sectors

RFEU Top 10 Holdings [View All]

RFEU Summary Data

First Trust
04/14/16
Open-Ended Fund
0.83%
$120.26M
$1.13M
0.29%

RFEU Portfolio Data

$56.43B
15.12
2.26
2.38%
09/14/18
135

RFEU Index Data

No Underlying Index
Proprietary
Proprietary
MSCI Europe IMI

RFEU Portfolio Management

0.83%
--
--
--

RFEU Tax Exposures

20.00% / 39.60%
0.80%
Qualified dividends
No

RFEU Fund Structure

Open-Ended Fund
Yes
No
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

RFEU Factset Analytics Block Liquidity

As of 09/21/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of RFEU. RFEU is rated a 4 out of 5.

RFEU Tradability

17,164
$1.13M
6,612
$449.88K
0.29%
$0.18
0.19%
1.11% / -0.79%
None
30.00%
50,000
0.13
0.13%
0.08%
--
$64.18
4

RFEU Sector/Industry Breakdown


RFEU
Segment Benchmark
16.43%
11.12%
14.74%
12.86%
14.31%
20.38%
11.59%
8.20%
11.02%
12.04%
9.55%
12.01%
7.45%
7.71%
6.76%
5.58%
5.31%
3.01%

RFEU TOP 10 HOLDINGS[View All]

2.32%
2.14%
2.13%
1.85%
1.47%
1.43%
1.41%
1.37%
1.25%
1.19%
16.56%

RFEU Countries


RFEU
Segment Benchmark
22.67%
28.70%
17.73%
15.42%
15.45%
14.51%
11.42%
12.06%
9.15%
4.87%
6.19%
4.02%
5.15%
1.44%
4.52%
5.63%
4.08%
2.79%
1.95%
1.75%

RFEU Regions


RFEU
Segment Benchmark
101.19%
99.28%
--
0.72%

RFEU Economic Development


RFEU
Segment Benchmark
100.00%
100.00%

RFEU Performance Statistics

0.61
0.92
0.94
0.90
0.52%
MSCI Europe IMI

RFEU MSCI ESG Ratings

6.63 / 10
25.26
85.83
12.23%
6.14%
231.38

RFEU BENCHMARK COMPARISON HOLDINGS

135
1446
132
30.12%

RFEU BENCHMARK COMPARISON SUMMARY


RFEU
Segment Benchmark
135
1446
$56.43B
$65.88B
15.12
16.05
2.26
1.86
2.80%
3.23%
--
--

RFEU BENCHMARK COMPARISON MARKET CAP SIZE


RFEU
Segment Benchmark
65.27%
75.27%
31.45%
19.07%
3.28%
5.27%
0.00%
0.40%