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AFGRFirst Trust Active Factor Large Cap Growth ETF

Grow my moneyRanked #2,933 of 2,983 in this goal

Seeks long-term capital appreciation.

Annual Cost

#5,776 of 5,776 · expensive

Fund Size

#5,776 of 5,776 · small

Return (1Y)Goal

+5.2%

Track Record

#5,776 of 5,776 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,447+4.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Multifactor

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.9%Moderate

Year-on-year price swings

Max drawdown
-46.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.63Decent risk-adjusted returns
Sortino (3Y)
0.89Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of large capitalization U.S. growth equity securities (companies in the Russell 1000 Growth Index universe), using a multi-factor quantitative methodology across momentum, quality, and growth factors with active risk management. Not an index fund; recently had significant investments in information technology companies.

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Data updated on 2026-07-25