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FABFirst Trust Multi Cap Value AlphaDEX Fund

Grow my money#1708 of 2944 for Grow my money

Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX Multi Cap Value Index.

First Trust · Since 2007 (18 years)

Annual Cost

0.66%

#3194 out of 5,332 ETFs

Fund Size

$132M

#2480 out of 5,332 ETFs

Dividend Yield

1.65%

Track Record

18 years

#500 out of 5,332 ETFs

Performance

1 Year

+33.0%

3 Years

+16.0%

5 Years

+8.7%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Financial Services
19.1%
Energy
17.0%
Consumer Cyclical
12.1%
Industrials
9.9%
Utilities
9.9%
Healthcare
7.3%
Consumer Defensive
6.2%
Technology
5.9%
Other
12.6%

Top holdings

CF Industries Holdings IncCF0.7%
Occidental Petroleum CorpOXY0.7%
Dow IncDOW0.6%
ConocoPhillipsCOP0.6%
Exxon Mobil CorpXOM0.6%
EOG Resources IncEOG0.6%
Devon Energy CorpDVN0.6%
Chevron CorpCVX0.6%
SLB LtdSLB0.6%
Coterra Energy Inc Ordinary SharesCTRA0.6%

Risk profile

Volatility (1Y)

14.7%

Moderate

Max drawdown

-47.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.75

Decent risk-adjusted returns

Sortino (3Y)

1.14

Good downside protection

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Data updated on 2026-05-05