XPND aims to provide an expanded tech exposure in the US large-cap segment. Aside from holding conventional technology stocks, the fund may also include tech-dependent companies that are classified as communication services or consumer discretionary (particularly internet & direct marketing retail) under GICS. XPND holds approximately 50 companies that are selected using a quantitative model, which considers factors such as return on equity, momentum and free cash flow growth. The resulting portfolio is generally market-cap-weighted with weights typically ranging from 0.25% to 4.50%. Since XPND is actively managed, the fund adviser has the discretion to adjust portfolio weights and exclude certain securities. The portfolio is reconstituted and rebalanced quarterly.
公司网站 :
https://www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=XPND
总经理:-
建立时间:2021
公司总部:First Trust Expanded Technology ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds