HUSVFirst Trust Horizon Managed Volatility Domestic ETF

Grow my money9y track recordRanked #1,776 of 2,960 in this goal

Seeks capital appreciation.

By First Trust · Launched 2016

Annual Cost

0.70%

#3,529 of 5,562 · average

Fund Size

$72M

#3,236 of 5,562 · mid-size

Return (1Y)Goal

-0.9%

Track Record

9 years

#1,453 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,956-0.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Sector

Information technology

What it actually holds

By weight

Concentration

Top 10 holdings = 20.4% of fund✓ well diversified

Teledyne Technologies Inc

2.6%

Coca-Cola Co/The

2.6%

Cisco Systems Inc

2.2%

Cognizant Technology Solutions

2.1%

Roper Technologies Inc

2.0%

Motorola Solutions Inc

1.9%

Realty Income Corp

1.8%

Linde PLC

1.8%

VeriSign Inc

1.7%

Waste Management Inc

1.7%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

25.2%

Financial Services

14.9%

Utilities

11.8%

Industrials

10.8%

Real Estate

9.8%

Consumer Cyclical

7.5%

Healthcare

7.2%

Consumer Defensive

6.2%

Other

6.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

9.3%Low

Year-on-year price swings

Max drawdown

-35.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.42Below average

Sortino (3Y)

0.60Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in U.S. common stocks with low expected volatility, using quantitative models for selection. Targets 50-200 large-cap stocks, adjusting weights based on volatility forecasts and market conditions.
Inception date: August 24, 2016
Fund family: First Trust