Performance & Momentum
6 Months
15.30 %
1 Year
39.65 %
3 Years
92.50 %
5 Years
70.03 %
Strategic Analysis
First Trust Multi Cap Growth AlphaDEX Fund is positioned as a diversified U.S. investment fund focused on growth through active selection of multi-cap stocks. It stands out through the use of the AlphaDEX quantitative methodology, combining algorithmic discipline with active management to capture sustainable growth opportunities.
Strengths
- Rigorous quantitative approach with the AlphaDEX methodology supporting the selection of high-potential securities
- Multi-cap diversification helping balance exposure to large-, mid-, and small-cap U.S. stocks
- Solid historical performance across multiple time horizons, reflecting an ability to generate long-term growth
Weaknesses
- Dependence on the U.S. market, which may limit geographic diversification
- Demanding quantitative methodology that may lead to volatility during periods of market dislocation
Momentum
Moderate momentum reflects a positive and controlled trend, reinforced by steady one-year growth and sustained medium- and long-term performance. This trajectory supports a favorable strategic outlook in the pursuit of appropriate valuation in an active management context.
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