ETF overview
The First Trust Active Factor Mid Cap ETF (AFMC) is designed to achieve capital growth for its investors. Under normal market conditions, the fund dedicates at least 80% of its total assets, including any borrowed capital, to equity securities of mid-sized U.S. companies listed on stock exchanges. This is an actively managed fund that constructs its portfolio using a rules-based, multi-factor quantitative model alongside dynamic risk management. This strategy aims to select securities that exhibit desirable characteristics across several investment factors. The current quantitative methodology considers elements such as a company's intrinsic value, share price momentum, corporate quality, and low price volatility.
Fund facts
- Expense ratio
- 0.68%
- Fund assets
- 239.52M USD (all share classes)
- Issuer
- First Trust
- Inception date
- Dec 3, 2019
- Number of holdings
- 266
Breakdown
Holdings (266)
| Name | Ticker | Weight |
|---|---|---|
| Reliance Inc. | RS | 1.76% |
| HF Sinclair Corp. | DINO | 1.61% |
| Matson, Inc. | MATX | 1.43% |
| Exelixis, Inc. | EXEL | 1.19% |
| Chord Energy Corporation | CHRD | 1.15% |
| Casey's General Stores, Inc. | CASY | 1.13% |
| RenaissanceRe Holdings Ltd. | RNR | 1.12% |
| Mueller Industries, Inc. | MLI | 1.12% |
| Halozyme Therapeutics, Inc. | HALO | 1.09% |
| BorgWarner Inc. | BWA | 1.07% |
| and 253 more | ||
Similar ETFs
- Invesco S&P MidCap 400 QVM Multi-factor ETFQVMM · Overlap 35% · Expense ratio 0.15%
- WisdomTree U.S. MidCap FundEZM · Overlap 35% · Expense ratio 0.38%
- iShares ESG Select Screened S&P Mid-Cap ETFXJH · Overlap 34% · Expense ratio 0.12%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 34% · Expense ratio 0.03%
- iShares Core S&P Mid-Cap ETFIJH · Overlap 34% · Expense ratio 0.05%
- Horizon Small/Mid Cap Core Equity ETFSMOX · Overlap 34% · Expense ratio 0.75%
- State Street SPDR S&P MIDCAP 400 ETF TrustMDY · Overlap 34% · Expense ratio 0.23%
- Vanguard S&P Mid-Cap 400 ETFIVOO · Overlap 33% · Expense ratio 0.07%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.68%
- Fund assets
- 239.52M USD (all share classes)
- Issuer
- First Trust
- Inception date
- Dec 3, 2019
- Number of holdings
- 266
| Name | Ticker | Weight |
|---|---|---|
| Reliance Inc. | RS | 1.76% |
| HF Sinclair Corp. | DINO | 1.61% |
| Matson, Inc. | MATX | 1.43% |
| Exelixis, Inc. | EXEL | 1.19% |
| Chord Energy Corporation | CHRD | 1.15% |
| Casey's General Stores, Inc. | CASY | 1.13% |
| RenaissanceRe Holdings Ltd. | RNR | 1.12% |
| Mueller Industries, Inc. | MLI | 1.12% |
| Halozyme Therapeutics, Inc. | HALO | 1.09% |
| BorgWarner Inc. | BWA | 1.07% |
| and 253 more | ||
The First Trust Active Factor Mid Cap ETF (AFMC) is designed to achieve capital growth for its investors. Under normal market conditions, the fund dedicates at least 80% of its total assets, including any borrowed capital, to equity securities of mid-sized U.S. companies listed on stock exchanges. This is an actively managed fund that constructs its portfolio using a rules-based, multi-factor quantitative model alongside dynamic risk management. This strategy aims to select securities that exhibit desirable characteristics across several investment factors. The current quantitative methodology considers elements such as a company's intrinsic value, share price momentum, corporate quality, and low price volatility.
- Invesco S&P MidCap 400 QVM Multi-factor ETFQVMM · Overlap 35% · Expense ratio 0.15%
- WisdomTree U.S. MidCap FundEZM · Overlap 35% · Expense ratio 0.38%
- iShares ESG Select Screened S&P Mid-Cap ETFXJH · Overlap 34% · Expense ratio 0.12%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 34% · Expense ratio 0.03%
- iShares Core S&P Mid-Cap ETFIJH · Overlap 34% · Expense ratio 0.05%
- Horizon Small/Mid Cap Core Equity ETFSMOX · Overlap 34% · Expense ratio 0.75%
- State Street SPDR S&P MIDCAP 400 ETF TrustMDY · Overlap 34% · Expense ratio 0.23%
- Vanguard S&P Mid-Cap 400 ETFIVOO · Overlap 33% · Expense ratio 0.07%
Overlap is the share of assets the two funds hold in common.
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