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FMK Stock Price, Chart, Stats & News
First Trust Mega Cap AlphaDEX Fund
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First Trust Mega Cap AlphaDEX Fund (FMK) does not currently pay a dividend.
Large Blend
Category
0.70%
Expense ratio
21.48M
Assets
999.99%
1Y return
FMK chart
1M
3M
1Y
5Y
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FMK returns
| YTD | 419.42% |
| 1Y | 999.99% |
| 3Y | 80.48% |
| 5Y | 37.97% |
| 10Y | 0.00% |
| 1Y volatility | 0.00% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
The fund aims to achieve investment results that closely mirror the price performance and income yield of the Nasdaq AlphaDEX Mega Cap Index, prior to accounting for its own expenses. Typically, it allocates a minimum of 90% of its total assets, including any borrowed capital, to the equity securities that make up this index. The index itself is crafted to identify mega-capitalization companies from the broader NASDAQ US 500 Large Cap Index, employing the AlphaDEX selection methodology.
Top 10 FMK holdings
| Holding | Ownership |
|---|---|
Financial Services 3.86% | |
Technology 3.84% | |
Consumer Cyclical 3.73% | |
Industrials 3.69% | |
Basic Materials 3.65% | |
Financial Services 3.57% | |
Financial Services 3.54% | |
Industrials 3.54% | |
Health care 3.51% | |
Industrials 3.50% |
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