QCLNFirst Trust NASDAQ Clean Edge Green Energy Index Fund

Grow my money19y track recordRanked #666 of 2,960 in this goal

Seeks investment results that correspond generally to the price and yield of the Nasdaq Clean Edge Green Energy Index.

By First Trust · Launched 2007

Annual Cost

0.59%

#3,001 of 5,562 · average

Fund Size

$895M

#1,175 of 5,562 · large

Return (1Y)Goal

+104.3%

Track Record

19 years

#439 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$21,241+112.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Index tracking

Focus

ESG

Index tracked

Nasdaq Clean Edge Green Energy Index

What it actually holds

By weight

Concentration

Top 10 holdings = 60.3% of fundconcentrated

Rivian Automotive Inc

9.5%

ON Semiconductor Corp

8.6%

Tesla Inc

8.5%

First Solar Inc

7.8%

Bloom Energy Corp

6.5%

Albemarle Corp

4.4%

Acuity Inc

4.0%

Nextpower Inc

3.9%

Brookfield Renewable Partners

3.5%

Advanced Energy Industries Inc

3.4%

Asset allocation

Stocks

100.0%

Cash

0.1%

By sector

Technology

47.6%

Industrials

24.8%

Consumer Cyclical

10.2%

Utilities

8.1%

Basic Materials

7.8%

Financial Services

1.4%

Energy

0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

36.9%High

Year-on-year price swings

Max drawdown

-71.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.29Below average

Sortino (3Y)

0.42Moderate downside risk

Where to buy

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 Green Energy Index.
Strategy: Invests at least 90% of net assets in securities that comprise the Index, using an indexing approach to replicate its performance. The Index tracks companies involved in clean-energy technologies.
Inception date: February 8, 2007
Fund family: First Trust