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GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Grow my money16y track recordRanked #465 of 2,992 in this goal

Seeks investment results that correspond generally to the price and yield of the Nasdaq Clean Edge Smart Grid Infrastructure Index.

By First Trust · Launched 2009

Annual Cost

0.56%

#2,977 of 5,854 · average

Fund Size

$12.1B

#234 of 5,854 · large

Return (1Y)Goal

+26.2%

Track Record

16 years

#699 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,612+26.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Sector

Utilities

Focus

Real Assets, Clean Energy

Index tracked

Nasdaq Clean Edge Smart Grid Infrastructure Index

What it actually holds

By weight

Concentration

Top 10 holdings = 56.5% of fundmoderately concentrated

Eaton Corporation PLC
8.3%
Johnson Controls International PLC
7.9%
National Grid PLC
7.9%
ABB Ltd.
7.6%
Schneider Electric SE
7.3%
Prysmian S.p.A.
4.2%
Quanta Services, Inc.
4.2%
E.ON SE
4.1%
Hubbell Incorporated
2.9%
NVIDIA Corp.
2.1%

Asset allocation

Stocks
99.8%
Preferred
0.2%
Cash
0.0%

By sector

Industrials
67.4%
Utilities
17.3%
Technology
11.6%
Consumer Cyclical
3.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
23.1%High

Year-on-year price swings

Max drawdown
-41.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.82Decent risk-adjusted returns
Sortino (3Y)
1.18Good 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 Clean Edge Smart Grid Infrastructure Index.
Strategy
Invests at least 90% of net assets in securities that comprise the Nasdaq Clean Edge Smart Grid Infrastructure Index using an indexing investment approach. Focuses on companies in the smart grid and electric infrastructure sector, with significant investments in industrials and European issuers.
Inception date
November 16, 2009
Fund family
First Trust

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Data updated on 2026-08-03