HDMV:ARCA-First Trust Exchange-Traded Fund III Horizon Managed Volatility Developed International (USD)

ETF | Foreign Large Blend | NYSE Arca

Last Closing

USD 31.39

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its net assets in common stocks of domestic companies listed and traded on U.S. national securities exchanges that the sub-advisor believes exhibit low future expected volatility. To implement this strategy, the sub-advisor employs volatility forecasting models to forecast future expected volatility. The strategy is largely quantitative and rules-based, but also includes multiple parameters over which the sub-advisor may exercise discretion in connection with its active management of the fund. The fund is non-diversified.

Inception Date: 24/08/2016

Primary Benchmark: MSCI EAFE NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.80 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-02 )

Largest Industry Peers for Foreign Large Blend

Symbol Name Mer Price(Change) Market Cap
SCHF Schwab International Equity ET.. 0.06 %

N/A

USD 40.40B
SPDW SPDR S&P World ex US 0.05 %

N/A

USD 21.01B
IDEV iShares Core MSCI Internationa.. 0.03 %

N/A

USD 14.47B
IQLT iShares MSCI Intl Quality Fact.. 0.30 %

N/A

USD 8.18B
DBEF Xtrackers MSCI EAFE Hedged Equ.. 0.36 %

N/A

USD 6.27B
INTF iShares Edge MSCI Multifactor .. 0.30 %

N/A

USD 1.17B
QEFA SPDR® MSCI EAFE StrategicFact.. 0.30 %

N/A

USD 0.95B
HFXI IQ 50 Percent Hedged FTSE Inte.. 0.20 %

N/A

USD 0.77B
JHMD John Hancock Multifactor Devel.. 0.45 %

N/A

USD 0.71B
MFDX PIMCO RAFI Dynamic Multi-Facto.. 0.40 %

N/A

USD 0.27B

ETFs Containing HDMV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.88% 21% F 57% F
Dividend Return 1.79% 57% F 42% F
Total Return 10.67% 27% F 56% F
Trailing 12 Months  
Capital Gain 11.46% 14% F 54% F
Dividend Return 3.28% 55% F 48% F
Total Return 14.74% 13% F 53% F
Trailing 5 Years  
Capital Gain -5.22% 10% F 38% F
Dividend Return 10.68% 11% F 39% F
Total Return 5.46% 10% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain -1.17% N/A N/A 31% F
Dividend Return 1.40% N/A N/A 34% F
Total Return 2.56% N/A N/A 54% F
Risk Return Profile  
Volatility (Standard Deviation) 10.69% N/A N/A 76% C+
Risk Adjusted Return 13.07% N/A N/A 35% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike