ducovest

FTA:NSD-First Trust Large Cap Value AlphaDEX® Fund (USD)

ETF | Large Value |

Last Closing

USD 78.7038

Change

0.00 (0.00)%

Market Cap

USD 1.21B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select value stocks from the NASDAQ US 500 Large Cap Index TM (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.

Company Website : http://www.ftportfolios.com/

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

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EQRR ProShares Equities for Rising ..

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ETFs Containing FTA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.10% 17% F 69% C-
Dividend Return 0.44% 17% F 12% F
Total Return 11.54% 17% F 68% D+
Trailing 12 Months  
Capital Gain 20.40% 33% F 68% D+
Dividend Return 1.22% 8% B- 19% F
Total Return 21.62% 33% F 67% D+
Trailing 5 Years  
Capital Gain 50.23% 58% F 73% C
Dividend Return 10.64% 50% F 43% F
Total Return 60.87% 67% D+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.89% 83% B 69% C-
Dividend Return 13.85% 83% B 70% C-
Total Return 1.96% 50% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 19.93% 33% F 76% C+
Risk Adjusted Return 69.48% 67% D+ 88% B+
Market Capitalization 1.21B 73% C 73% C

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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.