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RBLDFirst Trust Alerian U.S. NextGen Infrastructure ETF

Grow my money17y track recordRanked #1,938 of 2,998 in this goal

Seeks investment results that correspond generally to the price and yield of the Alerian U.S. NextGen Infrastructure Index.

By First Trust · Launched 2008

Annual Cost

0.65%

#3,433 of 5,861 · average

Fund Size

$41M

#3,851 of 5,861 · mid-size

Return (1Y)Goal

+18.9%

Track Record

17 years

#603 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,870+18.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Focus

Real Assets, Infrastructure

Index tracked

Alerian US NextGen Infrastructure Index

What it actually holds

By weight

Concentration

Top 10 holdings = 12.8% of fundwell diversified

Vertiv Holdings Co
1.5%
Mastec, Inc.
1.4%
Cheniere Energy Inc
1.3%
Comfort Systems USA Inc.
1.3%
Targa Resources Corp.
1.3%
GE Vernova Inc.
1.3%
Quanta Services, Inc.
1.2%
Equinix, Inc.
1.2%
Oneok Inc.
1.2%
Entergy Corporation
1.1%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Industrials
42.4%
Utilities
27.9%
Technology
10.9%
Energy
8.3%
Basic Materials
6.1%
Real Estate
4.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.2%Moderate

Year-on-year price swings

Max drawdown
-50.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.34Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the Alerian U.S. NextGen Infrastructure Index.
Strategy
Invests at least 90% of net assets in securities that comprise the Alerian U.S. NextGen Infrastructure Index using an indexing investment approach. The Index includes companies listed on major U.S. exchanges that build, operate, and own infrastructure assets, employing an equal-weight methodology across various business segments.
Inception date
October 13, 2008
Fund family
First Trust

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Data updated on 2026-08-04