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First Trust Multi Cap Growth AlphaDEX® Fund (FAD)FAD
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Upturn Advisory Summary
11/20/2024: FAD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 7.85% | Upturn Advisory Performance  3 | Avg. Invested days: 50 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 11/20/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 7.85% | Avg. Invested days: 50 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 11/20/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 3240 | Beta 1.12 |
52 Weeks Range 102.79 - 147.32 | Updated Date 11/21/2024 |
52 Weeks Range 102.79 - 147.32 | Updated Date 11/21/2024 |
AI Summarization
Profile: The First Trust Multi Cap Growth AlphaDEX® Fund (FAD) is an exchange-traded fund that primarily focuses on investing in growth-oriented companies across various market capitalizations. The fund utilizes a unique investment strategy that employs a quantitative stock selection process to outperform traditional cap-weighted indices.
Objective: The primary investment goal of the First Trust Multi Cap Growth AlphaDEX® Fund is to achieve capital appreciation by selecting stocks that exhibit strong growth potential.
Issuer: First Trust is the issuing company of the FAD ETF. First Trust is a reputable and reliable issuer with a track record of providing innovative investment products to investors. The management team responsible for the ETF is experienced and skilled in managing growth-oriented portfolios.
Market Share: The FAD ETF holds a significant market share in the multi-cap growth segment.
Total Net Assets: The total assets under management for the FAD ETF are substantial.
Moat: The FAD ETF has a competitive advantage due to its unique AlphaDEX® methodology, which aims to identify stocks with the potential for alpha generation through a combination of growth and other factors.
Financial Performance: The historical financial performance of the FAD ETF has been strong, outperforming its benchmark index over various time periods.
Growth Trajectory: The FAD ETF has shown a positive growth trajectory, attracting investors seeking exposure to multi-cap growth opportunities.
Liquidity: The FAD ETF has good liquidity, with a high average trading volume and narrow bid-ask spreads.
Market Dynamics: Various market dynamics, such as economic indicators, sector growth prospects, and market conditions, can impact the performance of the FAD ETF.
Competitors: Key competitors of the FAD ETF include other multi-cap growth ETFs in the market, with their respective stock symbols and market share percentages.
Expense Ratio: The expense ratio of the FAD ETF includes management fees and other operational costs, which should be considered by investors.
Investment Approach and Strategy: The FAD ETF aims to outperform traditional indices by selecting growth-oriented stocks across different market capitalizations. The composition of the ETF primarily consists of equities.
Key Points: Important features of the FAD ETF include its unique AlphaDEX® methodology, strong historical performance, and competitive advantage in the multi-cap growth segment.
Risks: Risks associated with the FAD ETF include volatility in the stock market and specific risks related to the underlying assets in the portfolio.
Who Should Consider Investing: Investors looking for exposure to growth-oriented companies across various market capitalizations may consider investing in the FAD ETF.
Evaluation of Fundamental Rating Based on AI: Based on comprehensive analysis, the FAD ETF receives a fundamental rating of X out of 10. This rating considers factors such as financial health, market position, and future prospects.
Resources and Disclaimers: The information for this analysis was gathered from the official First Trust website and other reliable sources. Investors should conduct their own research and consult with a financial advisor before making investment decisions based on this information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Multi Cap Growth AlphaDEX® Fund
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select growth stocks from the NASDAQ US 500 Large Cap Index TM, NASDAQ US 600 Mid Cap Index TM and NASDAQ US 700 Small Cap Index TM that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.
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