FEMS

First Trust Emerging Markets Small Cap AlphaDEX Fund

$42.45

+0.00%

Market closed. Last update: 11:58 AM ET

📎 Investment Objective

The First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) seeks to provide investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ AlphaDEX Emerging Markets Small Cap Index.

Overview

ETF tracking First Trust Emerging Markets Small Cap AlphaDEX Fund

Category Emerging Markets

Issuer First Trust

Inception Date 2015-10-13

Market Cap $265.3M

Average Volume N/A

Dividend Yield 3.75%

52-Week Range $32.56 - $44.87

VWAP $42.30

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund employs an 'AlphaDEX' stock selection methodology designed to select stocks from the NASDAQ Emerging Markets Small Cap Index that the fund's investment advisor believes have the greatest potential for capital appreciation. The fund will normally invest at least 90% of its net assets in the stocks that comprise the underlying index.

✨ Key Features

Focuses on small-cap stocks in emerging market countries
Uses a proprietary stock selection process to identify stocks with potential for outperformance
Provides exposure to the higher-growth small-cap segment of emerging markets
Relatively low assets under management and new fund with limited performance history

⚠️ Primary Risks

Emerging markets risk: Investing in emerging markets can be riskier than developed markets due to factors like political instability, less developed regulatory environments, and higher volatility
Small-cap risk: Small-cap stocks can be more volatile and less liquid than large-cap stocks
Foreign investment risk: Investing in non-U.S. securities may be subject to currency fluctuations and other risks
Limited performance history: As a new fund, FEMS has a limited track record to evaluate its long-term performance

👤 Best For

FEMS may be suitable for investors seeking exposure to the growth potential of small-cap stocks in emerging markets as part of a diversified portfolio. However, due to the higher risks associated with this segment, it is generally recommended for investors with a higher risk tolerance and a longer-term investment horizon.