FBTFirst Trust NYSE Arca Biotechnology Index Fund

Grow my money20y track recordRanked #597 of 2,960 in this goal

Seeks investment results that correspond to the price and yield of the NYSE Arca Biotechnology Index.

By First Trust · Launched 2006

Annual Cost

0.55%

#2,811 of 5,562 · average

Fund Size

$2.6B

#636 of 5,562 · large

Return (1Y)Goal

+43.6%

Track Record

20 years

#326 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,929+49.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Index tracking

Sector

Health care

Focus

Biotech & Genomics

Index tracked

NYSE Arca Biotechnology Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.8% of fund✓ well diversified

Exact Sciences Corp

5.1%

Illumina Inc

4.1%

Regeneron Pharmaceuticals Inc

4.0%

Krystal Biotech Inc

4.0%

Natera Inc

4.0%

Bruker Corp

3.9%

ACADIA Pharmaceuticals Inc

3.9%

Veracyte Inc

3.6%

Biogen Inc

3.5%

Incyte Corp

3.5%

Asset allocation

Stocks

100.0%

Cash

0.0%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.0%High

Year-on-year price swings

Max drawdown

-32.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.52Decent risk-adjusted returns

Sortino (3Y)

0.76Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that correspond to the price and yield of the NYSE Arca Biotechnology Index.
Strategy: Invests at least 90% of net assets in securities that comprise the Index, using an indexing approach to replicate its performance. The Index is a rules-based, equal-weighted benchmark tracking 30 leading biotechnology companies, rebalanced quarterly.
Inception date: June 19, 2006
Fund family: First Trust