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RNDFirst Trust Bloomberg R&D Leaders ETF

Grow my money2y track recordRanked #2,528 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield of the Bloomberg R&D Leaders Select Index.

By First Trust · Launched 2024

Annual Cost

0.60%

#3,337 of 6,040 · average

Fund Size

$10M

#4,978 of 6,040 · small

Return (1Y)

+11.9%

Track Record

2 years

#3,469 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,224+12.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Quality

Index tracked

Bloomberg R&D Leaders Select Index

Holdings

By weight

Concentration

Top 10 holdings = 60.0% of fundconcentrated

NVIDIA Corp.
8.3%
Apple Inc.
8.3%
Alphabet Inc.
8.2%
Amazon.com, Inc.
8.0%
Microsoft Corp.
6.8%
Netflix, Inc.
4.6%
AbbVie Inc.
4.2%
Broadcom Inc
4.0%
Meta Platforms Inc
3.9%
Eli Lilly & Co.
3.8%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
45.2%
Consumer Cyclical
16.1%
Healthcare
15.3%
Communication
11.3%
Industrials
8.7%
Consumer Defensive
1.3%
Financial Services
1.2%
Basic Materials
1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.2%Moderate

Year-on-year price swings

Max drawdown
-23.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the Bloomberg R&D Leaders Select Index.
Strategy
Invests primarily in securities that comprise the Bloomberg R&D Leaders Select Index using a full replication strategy. Concentrated in large- and mid-cap U.S. companies, particularly in information technology, with a focus on R&D leaders.
Inception date
April 30, 2024
Fund family
First Trust

Next steps

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Data updated on 2026-09-18