HDMVFirst Trust Horizon Managed Volatility Developed International ETF
Seeks capital appreciation.
By First Trust · Launched 2016
Annual Cost
0.80%
#4,362 of 5,861 · expensive
Fund Size
$17M
#4,593 of 5,861 · small
Return (1Y)Goal
+17.9%
Track Record
9 years
#1,428 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,794+17.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 15.8% of fund✓ well diversified
TELSTRA GROUP LTD
2.0%
CLP HOLDINGS LTD
2.0%
CAPITALAND ASCENDAS REIT
1.9%
HONG KONG & CHINA GAS CO LTD (TOWNGAS)
1.9%
CAPITALAND INTEGRATED COMMERCIAL TRUST
1.8%
SOFTBANK CORP
1.4%
TRYG A/S
1.3%
KLEPIERRE SA
1.2%
UNITED OVERSEAS BANK LTD
1.2%
NTT INC
1.1%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Financial Services
25.1%
Industrials
15.6%
Utilities
14.1%
Consumer Defensive
13.6%
Real Estate
13.5%
Communication
8.7%
Healthcare
3.1%
Consumer Cyclical
2.8%
Other
3.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.6%Moderate
Year-on-year price swings
Max drawdown
-32.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.30Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in common stocks and depositary receipts of developed market companies, targeting large and mid-cap securities. Employs a quantitative strategy focused on low future expected volatility, with active management and periodic rebalancing.
- Inception date
- August 24, 2016
- Fund family
- First Trust
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Data updated on 2026-08-04