AFMCFirst Trust Active Factor Mid Cap ETF
Seeks capital appreciation.
By First Trust · Launched 2019
Annual Cost
0.68%
#3,674 of 6,040 · average
Fund Size
$211M
#2,408 of 6,040 · mid-size
Return (1Y)
+19.5%
Track Record
6 years
#1,997 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,838+18.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Active selection
Factor
Multifactor
Sector
IndustrialsHoldings
By weightConcentration
Top 10 holdings = 11.6% of funddiversified
TechnipFMC PLC
1.4%
Mueller Industries Inc.
1.3%
Casey'S General Stores Inc.
1.3%
BorgWarner Inc.
1.3%
Federated Hermes Inc
1.1%
Exelixis, Inc.
1.1%
Renaissancere Holdings Ltd.
1.1%
Curtiss-Wright Corp.
1.0%
Woodward Inc.
1.0%
Affiliated Managers Group, Inc.
1.0%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Industrials
20.6%
Technology
18.8%
Financial Services
13.9%
Consumer Cyclical
13.7%
Healthcare
10.1%
Real Estate
6.7%
Energy
5.8%
Basic Materials
5.1%
Other
5.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.8%Moderate
Year-on-year price swings
Max drawdown
-36.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.29Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in U.S.-listed equity securities of mid capitalization companies using a multi-factor quantitative methodology. Factors considered include value, momentum, quality, and low volatility, with significant investments in industrial companies.
- Inception date
- December 3, 2019
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18