FTCFirst Trust Large Cap Growth AlphaDEX Fund
Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX Large Cap Growth Index.
By First Trust · Launched 2007
Annual Cost
0.58%
#3,147 of 6,040 · average
Fund Size
$1.3B
#1,015 of 6,040 · large
Return (1Y)
+9.4%
Track Record
19 years
#482 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,901+9.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index enhanced
Factor
Growth
Index tracked
Nasdaq AlphaDEX Large Cap Growth Index
Holdings
By weightConcentration
Top 10 holdings = 11.9% of funddiversified
SANDISK CORP
1.4%
SEAGATE TECHNOLOGY HOLDINGS PLC
1.4%
BLOOM ENERGY CORP
1.3%
WESTERN DIGITAL CORP
1.3%
MICRON TECHNOLOGY INC
1.2%
ADVANCED MICRO DEVICES INC
1.1%
CIENA CORP
1.1%
COMFORT SYSTEMS USA INC
1.1%
MARVELL TECHNOLOGY INC
1.1%
QUANTA SERVICES INC
1.1%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
33.5%
Industrials
25.3%
Healthcare
10.6%
Consumer Cyclical
10.3%
Financial Services
8.9%
Communication
3.1%
Real Estate
2.5%
Basic Materials
2.5%
Other
3.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
21.9%High
Year-on-year price swings
Max drawdown
-34.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.85Decent risk-adjusted returns
Sortino (3Y)
1.21Good 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 Nasdaq AlphaDEX Large Cap Growth Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the Nasdaq AlphaDEX Large Cap Growth Index using an indexing investment approach to replicate its performance. The Index employs the AlphaDEX security selection methodology, focusing on growth and value factors, and is reconstituted and rebalanced quarterly.
- Inception date
- May 8, 2007
- Fund family
- First Trust
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Data updated on 2026-09-18