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MMSCFirst Trust Multi-Manager Small Cap Opportunities ETF

Grow my money4y track recordRanked #2,362 of 2,999 in this goal

Seeks long-term capital appreciation.

By First Trust · Launched 2021

Annual Cost

0.95%

#4,882 of 5,861 · expensive

Fund Size

$55M

#3,569 of 5,861 · mid-size

Return (1Y)Goal

+29.0%

Track Record

4 years

#2,459 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,180+31.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

Factor

Growth

Index tracked

Russell 2000 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 12.8% of fundwell diversified

MACOM Technology Solutions Holdings Inc.
1.7%
VSE Corp.
1.6%
Fabrinet
1.4%
Bloom Energy Corporation
1.4%
Nlight Inc.
1.3%
Praxis Precision Medicines Inc
1.1%
RBC Bearings Inc
1.1%
EZCORP Inc.
1.0%
Firstcash Holdings Inc
1.0%
Morgan Stanley Institutional Liquidity Funds
1.0%

Asset allocation

Stocks
98.6%
Cash
1.4%

By sector

Technology
26.5%
Healthcare
24.3%
Industrials
23.3%
Financial Services
8.9%
Consumer Cyclical
7.1%
Energy
4.6%
Basic Materials
1.9%
Consumer Defensive
1.6%
Other
1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
24.1%High

Year-on-year price swings

Max drawdown
-40.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.70Decent risk-adjusted returns
Sortino (3Y)
1.02Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests at least 80% of net assets in equity securities issued by small capitalization companies, utilizing a multi-manager approach to blend expertise from various asset management firms. Focuses on companies domiciled in the U.S. and non-U.S. companies traded in the U.S.
Inception date
October 13, 2021
Fund family
First Trust

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Data updated on 2026-08-04