Key stats
About FIRST TRUST GLOBAL FUNDS PLC FIRST TRUST SMID RISING DIV ACHIEVERS UC
Expense ratio
0.68%
Home page
Inception date
Apr 9, 2024
ISIN
IE0001R850E1
The Fund seeks investment results that correspond generally to the price and yield, before the Funds fees and expenses, of the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the Index).
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Producer Manufacturing
Stocks99.70%
Finance34.89%
Producer Manufacturing11.01%
Consumer Durables6.28%
Electronic Technology6.22%
Process Industries5.43%
Industrial Services5.11%
Commercial Services5.08%
Energy Minerals4.98%
Non-Energy Minerals4.90%
Retail Trade4.46%
Consumer Non-Durables3.41%
Transportation3.09%
Consumer Services1.28%
Miscellaneous1.26%
Utilities1.16%
Technology Services1.14%
Bonds, Cash & Other0.30%
Cash0.30%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history