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AIRRFirst Trust RBA American Industrial RenaissanceTM ETF

Grow my money12y track recordRanked #613 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield of the Richard Bernstein Advisors American Industrial Renaissance Index.

By First Trust · Launched 2014

Annual Cost

0.69%

#3,730 of 6,040 · average

Fund Size

$9.5B

#307 of 6,040 · large

Return (1Y)

+13.6%

Track Record

12 years

#1,165 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,102+11.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Index tracking

Index tracked

Richard Bernstein Advisors American Industrial Renaissance Index

Holdings

By weight

Concentration

Top 10 holdings = 37.1% of funddiversified

Argan Inc
4.9%
Mastec, Inc.
4.6%
Comfort Systems USA Inc.
4.2%
Sterling Infrastructure Inc
4.0%
Emcor Group Inc
3.5%
Primoris Services Corp.
3.3%
Saia Inc
3.2%
BWX Technologies Inc.
3.1%
SPX TECHNOLOGIES INC
3.1%
Dycom Industries, Inc.
3.1%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Industrials
87.8%
Financial Services
7.3%
Technology
3.8%
Utilities
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
28.5%High

Year-on-year price swings

Max drawdown
-42.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.27Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the Richard Bernstein Advisors American Industrial Renaissance Index.
Strategy
Invests at least 90% of net assets in securities that comprise the Richard Bernstein Advisors American Industrial Renaissance Index, using an indexing investment approach to replicate its performance. Focuses on small and mid cap U.S. companies in the industrial and community banking sectors.
Inception date
March 10, 2014
Fund family
First Trust

Next steps

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Data updated on 2026-09-18