FIRST TR.MUL.C.GR.ALPHAD. (1FUM)

Overview

This investment fund is designed to primarily engage in holding securities from the NASDAQ US 500 Large Cap Index TM, NASDAQ US 600 Mid Cap Index TM, and NASDAQ US 700 Small Cap Index TM. With a strategic focus on maintaining at least 90% of its net assets, inclusive of borrowed investments, within these indices, the fund aims to select growth stocks that are poised to offer positive alpha or risk-adjusted returns. This is achieved through the utilization of the AlphaDEX® selection methodology. The overarching goal is to outperform traditional indices by carefully selecting stocks that demonstrate potential for growth and offer favorable returns when adjusted for risk.

Products and Services

• Growth Stock Investments

  The core product revolves around investing in growth stocks selected from three key NASDAQ indices: the NASDAQ US 500 Large Cap Index TM, NASDAQ US 600 Mid Cap Index TM, and NASDAQ US 700 Small Cap Index TM. By focusing on companies that demonstrate significant growth potential, the fund aims to capitalize on the upward momentum of these businesses.

• AlphaDEX® Selection Methodology

  Utilizing the proprietary AlphaDEX® selection methodology, the fund identifies stocks that may generate positive alpha. This unique approach evaluates stocks based on various factors to ascertain their potential for risk-adjusted returns. This methodological investing criterion distinguishes the fund by providing a strategic advantage in selecting high-potential growth stocks.