First Trust US Large Cap Core AlphaDEX
  • Fund Manager  
    First Trust Global Portfolios
  • Currency  
    EUR
  • Sector  
    US Equity
  • Fund Type  
  • Fund Size  
  • Launch Date  
    11/04/2013
  • Lipper Total Return  

The Fund seeks to provide investors with a total return, taking into account capital and income returns, which reflects the return of an equity index called the Defined Large Cap Core Index. The investment policy of this Fund is to invest at least 90% of its net assets in a portfolio of equity securities that consists of the equity securities of the Index.

First Trust Global Portfolios Limited was established in December 2011 as a UK based distributor, advisor, and affiliate of First Trust Advisors L.P. and First Trust Portfolios L.P. First Trust Global Portfolios Limited distributes and markets a range of ETFs and funds established within an affiliated Irish domiciled UCITS Company, First Trust Global Funds plc.

First Trust Advisors L.P. and its affiliate First Trust Portfolios L.P. (collectively "First Trust") are privately owned U.S. based financial services firms that invest across a range of asset classes which are offered through an array of investment vehicles in the U.S. including Unit Investment Trusts, Exchange-Traded Funds, Variable Annuities, Closed-End Funds, Mutual Funds and managed accounts. These products are not currently offered to investors outside the U.S. First Trust is a leading provider of Exchange-Traded Funds in the U.S. market place. First Trust Advisors L.P. is the investment manager of Irish-domiciled UCITS ETFs issued by First Trust Global Funds plc and distributed by FTGP.

Performance

1 Year 3 Year 5 Year
First Trust US Large Cap Core AlphaDEX A USD Acc 23.62% 61.73% -
Figures correct as at 31 Jan 2017
Top 10 Holdings as at 31/12/2016
Top 10 Holdings % of fund
NVIDIA CORP ORD
0.66%
UNITED CONTINENTAL HOLDINGS INC ORD
0.59%
ALASKA AIR GROUP INC ORD
0.57%
VALERO ENERGY CORP ORD
0.54%
SOUTHWEST AIRLINES CO ORD
0.54%
AMERICAN AIRLINES GROUP INC ORD
0.54%
MARATHON PETROLEUM CORP ORD
0.52%
T-MOBILE US INC ORD
0.52%
BUNGE LTD ORD
0.52%
HOST HOTELS & RESORTS INC ORD
0.51%
Data provided by Lipper. Care has been taken to ensure that the information is correct, but PIP Financial neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.