FYC

FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND

Stock NASDAQ – Stock Market Prices, News & Analysis

Fund investing in U.S. small-cap growth stocks, using the AlphaDEX methodology to optimize stock selection.

$ 108.63
1.83 %

FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND

$ 108.63
1.83 %
FYC

Fund investing in U.S. small-cap growth stocks, using the AlphaDEX methodology to optimize stock selection.

Price history of FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND
Price history of FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND

Performance & Momentum

6 Months 14.65 %
1 Year 62.15 %
3 Years 91.09 %
5 Years 56.54 %

Strategic Analysis

FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND • 2026

The First Trust Small Cap Growth AlphaDEX Fund targets the segment of high-growth U.S. small-cap stocks, leveraging the proprietary AlphaDEX methodology designed to optimize stock selection through rigorous active management. This specialized approach allows for capturing performance opportunities in a landscape that is often less exploited by larger traditional funds.

Strengths
  • Systematic AlphaDEX approach combining quantitative criteria to enhance the selection process
  • Focus on small caps with high growth potential in the United States
  • Active management providing flexibility to quickly adapt to market developments
Weaknesses
  • High exposure to a volatile segment that may lead to significant price fluctuations
  • Less diversification by market capitalization compared to broader funds
Momentum

The strong momentum and positive performance across all time horizons reflect favorable market dynamics for U.S. growth small caps and confirm the relevance of the AlphaDEX methodology. This favorable trend supports the conviction of increased valuation potential in the medium term, which is beneficial for investors seeking a balance between risk and return in the small-cap segment.

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