FTCS seeks to outperform the broader large-cap space by selecting companies based on their strength of their balance sheets, looking at cash balances, long-term debt ratios, and ROE. FTCS picks from a relatively narrow subset of the large-cap universe: the NASDAQ US benchmark, a 500-firm composite of NASDAQ-listed companies. By design, FTCS will always struggle to reflect the broad large-cap market given its limited selection universe, but it fills a niche within a crowded segment. The index undergoes quarterly reconstitution and rebalance. FTCS formerly tracked a large-cap value index and traded under the ticker FDV. The fund was rebranded in May 2013.

資産クラス

Large Cap Equity

運用会社

First Trust

設定国

US

設定日

2006年7月6日

保有銘柄数

50

ISIN

US33733E1047