FDTS

FIRST TRUST DEVELOPED MARKETS EXUS SMALL CAP ALPH

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Fonds investi principalement dans des actions de petites capitalisations des marchés développés hors États-Unis, suivant une stratégie d'alpha basée sur des modèles quantitatifs.

$ 68.44
1.03 %

FIRST TRUST DEVELOPED MARKETS EXUS SMALL CAP ALPH

$ 68.44
1.03 %
FDTS

Fonds investi principalement dans des actions de petites capitalisations des marchés développés hors États-Unis, suivant une stratégie d'alpha basée sur des modèles quantitatifs.

Price history of FIRST TRUST DEVELOPED MARKETS EXUS SMALL CAP ALPH
Price history of FIRST TRUST DEVELOPED MARKETS EXUS SMALL CAP ALPH

Performance & Momentum

6 Months 26.48 %
1 Year 70.06 %
3 Years 85.23 %
5 Years 70.01 %

Strategic Analysis

FIRST TRUST DEVELOPED MARKETS EXUS SMALL CAP ALPH • 2026

FDTS is positioned as a fund targeting small-cap stocks in developed markets outside the United States, leveraging a quantitative approach to generate alpha. Its differentiation lies in the rigorous application of quantitative models to identify undervalued securities with strong growth potential in a niche segment of international markets that is still underexploited.

Strengths
  • Targeted exposure to small-cap stocks in developed markets outside the U.S., offering the potential for higher long-term returns.
  • Robust quantitative methodology that reduces emotional bias and builds portfolios based on objective criteria.
  • Significant geographic diversification, reducing the impact of country- or sector-specific risks.
Weaknesses
  • Inherent volatility of small caps, which can lead to significant short-term fluctuations.
Momentum

The fund shows sustained positive momentum, reflecting solid performance across multiple time horizons. This favorable trend highlights the current effectiveness of its quantitative strategy and suggests an ability to capitalize on opportunities in developed markets outside the United States.

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