First Trust Dow Jones Select MicroCap Index Fund | FDMRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 30.04.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | -6,5 | 39,1 | -1,3 | 16,2 | 6,1 | |
+/- Kat | -7,9 | 3,6 | -1,6 | -4,2 | -1,6 | |
+/- Idx | -21,9 | 6,5 | 7,3 | -14,0 | -9,5 | |
Kategori: Small Value | ||||||
Referanseindekser: S&P 500 TR USD |
Statistikk | ||
sluttkurs 10.05.2024 | USD 62,09 | |
Endring 1 dag | -0,97% | |
Morningstar Kategori™ | Small Value | |
Volum | 4248 | |
Exchange | NYSE ARCA | |
ISIN | US33718M1053 | |
Fondets størrelse(m) - | - | |
Andelskl. kapital(m) 10.05.2024 | USD 177,29 | |
Løpende kostnader - | -% |
Morningstar Research |
Investeringsprofil: First Trust Dow Jones Select MicroCap Index Fund | FDM |
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Select MicroCap Index SM. 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 measure the performance of micro-cap stocks issued by U.S. companies that are comparatively liquid and have strong fundamentals relative to the micro-cap segment as a whole. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
Daniel Lindquist 27.09.2005 | ||
Jon Erickson 27.09.2005 | ||
Klikk for å se flere | ||
Startdato 27.09.2005 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
DJ Select Micro Cap TR USD | S&P 500 TR USD |
Målgruppe | ||||||||||||||||||||
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Porteføljeprofil First Trust Dow Jones Select MicroCap Index Fund | FDM | 09.05.2024 |
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Topp 5 beholdninger | Sektor | % |
Powell Industries Inc | Industri | 2,44 |
ScanSource Inc | Teknologi | 1,91 |
ACM Research Inc Class A | Teknologi | 1,89 |
CRA International Inc | Industri | 1,84 |
VSE Corp | Industri | 1,73 |
Økning Nedgang Ny siden forrige portefølje | ||
First Trust Dow Jones Select MicroCap Index Fund | FDM |