Breaking News
Get 45% Off 0
📊 Market's epic u-turn: These stocks delivered exceptional 15%+ returns
Unlock stocks
Close

First-trust Leading Stategy Fund (290002)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
0.512 +0.010    +1.89%
11/04 - Closed. Currency in CNY
Type:  Fund
Market:  China
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 386.14M
First-Trust Leading Stategy Fund 0.512 +0.010 +1.89%

290002 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the First-Trust Leading Stategy Fund (290002) fund. Our First-Trust Leading Stategy Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 11.480 11.480 0.000
Shares 88.840 88.840 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.892 18.339
Price to Book 2.656 2.451
Price to Sales 2.097 1.934
Price to Cash Flow 11.942 11.669
Dividend Yield 3.074 2.443
5 Years Earnings Growth 14.767 12.542

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 26.570 13.278
Technology 24.270 28.800
Industrials 18.100 22.394
Basic Materials 10.710 9.600
Healthcare 8.400 8.489
Consumer Defensive 6.580 9.529
Real Estate 4.210 3.140
Utilities 1.160 4.636

Region Allocation

  • Asia
  • Emerging Markets

Top Holdings

Number of long holdings: 30

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Hunan Airbluer Environmental CNE100005CQ6 7.59 33.42 +1.52%
  Eastroc Beverage Group Co CNE100005576 5.84 255.22 -0.65%
  Anker Innovations CNE1000047B9 5.67 78.91 -0.55%
  Bethel Automotive A CNE1000030Y7 4.64 55.80 +3.72%
  Shanghai Kinetic Medical Co CNE100001FG9 4.38 5.80 +0.35%
  Lontium Semiconductor CNE100005ZP9 4.35 113.60 +15.48%
  ArcSoft Corp CNE100003MH9 4.18 42.45 +1.41%
  Zhejiang SSAW Boutique Hotels CNE100004RV7 4.02 23.90 +2.14%
  China Merchants Shekou CNE100002FC6 3.74 9.67 -1.93%
  Zhongjin Gold CNE000001FM8 3.31 14.27 +2.29%

Top Equity Funds by First-Trust Fund Mgmt Co.,Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  FirstTrust Midcap and Smallcap Stoc 1.11B 17.06 2.29 7.31
  First Trust Industry Seld Allc A 384.7M -1.55 9.14 7.13
  First Trust Industry Seld Allc C 384.7M -1.56 9.03 -
  First Trust Blue Chip Selected St 327.49M -0.16 -3.90 -0.68
  First Trust Xin Sel Alloc A 294.93M 18.27 1.85 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

290002 Comments

Write your thoughts about First-trust Leading Stategy Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email