FIRST TRUST MULTI CAP VALUE ALPHADEX FUND
Fund invested in undervalued stocks across different market capitalizations using the AlphaDEX methodology to generate alpha through fundamental selection.
Price history of FIRST TRUST MULTI CAP VALUE ALPHADEX FUND
Price history of FIRST TRUST MULTI CAP VALUE ALPHADEX FUND
Performance & Momentum
Strategic Analysis
FIRST TRUST MULTI CAP VALUE ALPHADEX FUND • 2026
This U.S. fund stands out for its quantitative management applied to a multi-cap value stock selection, using the AlphaDEX methodology. It aims to generate alpha by combining fundamental analysis and quantitative criteria to capitalize on attractive valuations.
- Rigorous approach combining value and multi-cap exposure to diversify risk
- AlphaDEX methodology favoring a systematic and disciplined stock selection process
- Exposure to U.S. equities with long-term valuation upside potential
- Dependence on a value strategy that may underperform during market phases favoring growth stocks
- Less flexibility in adapting to rapid market shifts due to its rigid quantitative management
The fund shows sustained positive momentum over medium- and long-term horizons, reflecting a strong ability to capture favorable trends in the U.S. value market. This dynamic suggests an attractive position for investors seeking a balance between quantitative discipline and valuation upside potential.
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