RNLC

First Trust Large Cap U.S. Equity Select ETF
*Unless otherwise stated, data provided by FactSet.

RNLC Fund Description

RNLC tracks a dividend-selected, tier-weighted index of Large-Cap U.S. Equities.

RNLC Factset Analytics Insight

RNLC is a U.S. large-cap equity ETF that screens out stocks that have not paid dividends in the last 12 months. The fund’s index imitates its market-cap weighted parent index (the NASDAQ US 500 Large Cap Index) for sector weights. Once sector weights are identified, stocks qualifying for each respective sector are equal-weighted within that sector’s allocation. Like any ETF that uses some element of equal weighting, the resulting portfolio is underweight larger stocks when compared to market-cap-weighted indexes. For this exposure, RNLC charges a higher than average fee relative to similar funds.

RNLC MSCI ESG Analytics Insight

First Trust Large Cap U.S. Equity Select ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.23 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 Large Cap U.S. Equity Select ETF ranks in the 44th percentile within its peer group and in the 33th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

RNLC Charts And Performance

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PERFORMANCE [as of 12/12/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RNLC 2.58% 4.85% 28.47% 20.19% -- -- --
RNLC (NAV) 2.53% 5.18% 27.70% 20.46% -- -- --
MSCI USA Large Cap Index 2.76% 6.03% 29.01% 22.18% 14.79% 12.16% 13.41%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RNLC Summary Data

First Trust
06/20/17
Open-Ended Fund
0.60%
$19.49M
$69.48K
0.33%

RNLC Portfolio Data

$69.67B
24.22
3.01
1.63%
12/13/19
391

RNLC Index Data

Nasdaq Riskalyze US Large Cap Index
Tiered
Dividends
MSCI USA Large Cap Index

RNLC Portfolio Management

0.60%
--
--
--

RNLC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

RNLC Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

RNLC Factset Analytics Block Liquidity

As of 12/13/19
5
4
3
2
1

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

RNLC Tradability

2,932
$69.48K
2,305
$56.21K
0.33%
$0.08
0.04%
1.47% / -2.17%
None
100.00%
50,000
0.05
0.13%
0.00%
0
$24.62
5

RNLC Sector/Industry Breakdown


RNLC
Segment Benchmark
23.37%
29.12%
17.62%
14.91%
13.69%
14.14%
12.71%
12.83%
12.41%
9.40%
7.64%
7.58%
4.44%
4.58%
3.27%
2.89%
2.45%
2.47%
2.41%
2.09%

RNLC Top 10 Holdings[View All]

AT&T Inc. 0.77%
Apple Inc. 0.66%
NetApp, Inc. 0.66%
7.2%

RNLC Countries


RNLC
Segment Benchmark
100.00%
100.00%

RNLC Regions


RNLC
Segment Benchmark
100.00%
100.00%

RNLC Economic Development


RNLC
Segment Benchmark
100.00%
100.00%

RNLC Performance Statistics

0.95
0.97
0.93
0.98
0.20%
MSCI USA Large Cap Index

RNLC MSCI ESG Ratings

5.23 / 10
33.12
44.29
5.72%
5.91%
211.27

RNLC Benchmark Comparison Holdings

391
297
244
45.22%

RNLC Benchmark Comparison Summary


RNLC
Segment Benchmark
391
297
$69.67B
$289.15B
24.22
22.53
3.01
3.59
2.17%
1.86%
Low
Low

RNLC Benchmark Comparison Market Cap Size


RNLC
Segment Benchmark
86.64%
99.86%
13.36%
0.14%
0.00%
0.00%
0.00%
0.00%