First Trust Financials
| VARCX Fund | 10.46 0.01 0.1% |
First |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
First Trust Fund Summary
First Trust competes with Amg River, Boston Partners, Fpa Queens, Pace Smallmedium, and Omni Small. Under normal market conditions, the funds adviser intends to invest in equity securities and derivatives thereof of companies that are involved in a significant corporate event, such as a merger or acquisition. Investments in companies undergoing a merger or acquisition have both risk and return characteristics that are different from the risks of investing in the general stock market. It may invest in equity securities of any market capitalization.Specialization | Event Driven, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | First Trust |
| Mutual Fund Category | Event Driven |
| Benchmark | Dow Jones Industrial |
First Trust Merger Systematic Risk
First Trust's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. First Trust volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on First Trust Merger correlated with the market. If Beta is less than 0 First Trust generally moves in the opposite direction as compared to the market. If First Trust Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one First Trust Merger is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of First Trust is generally in the same direction as the market. If Beta > 1 First Trust moves generally in the same direction as, but more than the movement of the benchmark.
First Trust December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of First Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of First Trust Merger. We use our internally-developed statistical techniques to arrive at the intrinsic value of First Trust Merger based on widely used predictive technical indicators. In general, we focus on analyzing First Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build First Trust's daily price indicators and compare them against related drivers.
| Information Ratio | (0.28) | |||
| Maximum Drawdown | 5.69 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.0908 |
Other Information on Investing in First Mutual Fund
First Trust financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.
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