Performance & Momentum
6 Months
8.59 %
1 Year
21.22 %
3 Years
47.51 %
5 Years
41.10 %
Strategic Analysis
FIRST TRUST MID CAP VALUE ALPHADEX FUND is a U.S. index fund specializing in mid-cap stocks selected through a quantitative approach focused on the value strategy. Its model is based on an equal-weighted portfolio, providing disciplined diversification within the mid-cap segment, which is often less covered than large-cap stocks.
Strengths
- Rigorous quantitative approach favoring the selection of undervalued stocks in the mid-cap segment
- Diversification through equal weighting, limiting sector concentration or exposure to large holdings
- Targeted exposure to a market segment that may deliver attractive risk premiums over the medium term
Weaknesses
- Lower liquidity and higher volatility than large-cap stocks
- Greater sensitivity to economic cycles affecting the value segment
Momentum
The momentum of this fund is solid, with improving performance across several time horizons, reflecting good resilience in a volatile economic environment. This positive trend supports an active investment strategy in mid-cap stocks with turnaround potential.
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