First Trust Multi Cap Value AlphaDEX FundFAB
FAB
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
1% less capital invested
Capital invested by funds: $67.2M [Q3] → $66.8M (-$351K) [Q4]
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
3.04% less ownership
Funds ownership: 49.19% [Q3] → 46.15% (-3.04%) [Q4]
3% less funds holding
Funds holding: 64 [Q3] → 62 (-2) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FAB.
Financial journalist opinion
Positive
Seeking Alpha
8 months ago
FAB: An Expensive But Exciting Multi-Cap Value ETF
FAB is a multi-cap value ETF with exposure to almost 700 U.S. stocks, offering a single-product solution for value investors. Fees are 0.64% and FAB manages $140 million in assets. Despite reasonably attractive fundamentals, FAB has delivered underwhelming returns in the last decade compared to a hypothetical benchmark I created based on ETFs from the S&P 1500 Composite. In addition, FAB's value features are weaker than SYLD's and PEY's, two alternative multi-cap funds appropriate for more aggressive and defensive investors, respectively.
Neutral
Seeking Alpha
1 year ago
Why Now For U.S. Equity Income?
US equities, as measured by the S&P 500 Index, have performed strongly so far in 2023.
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