First Trust Mutual Funds
First Trust Funds List
1 to 18 of 18 Results
Name
|
Ticker
|
Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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First Trust Merger Arbitrage Cl I | VARBX | Event Driven | — | 4.42% | 38 | 1.490% | Above Average | Institutional | $500,000 | |
First Trust Multi-Strategy Cl A | FTMAX | Multistrategy | — | 6.80% | 36 | 2.100% | High | Front Load | $5,000 | |
First Trust Multi-Strategy Cl C | FTMCX | Multistrategy | — | 6.27% | 48 | 2.850% | High | Level Load | $1,000 | |
First Trust Multi-Strategy Cl I | FTMIX | Multistrategy | — | 7.07% | 30 | 1.810% | Above Average | Institutional | $100,000 | |
First Trust Preferred Sec & Inc A | FPEAX | Preferred Stock | 11.12% | 45 | 1.370% | Above Average | Front Load | $2,500 | ||
First Trust Preferred Sec & Inc F | FPEFX | Preferred Stock | 11.32% | 39 | 1.300% | High | No Load | $2,500 | ||
First Trust Preferred Sec & Inc I | FPEIX | Preferred Stock | 11.52% | 28 | 1.080% | Above Average | Institutional | $1.0 Mil | ||
First Trust Merger Arbitrage Cl C | VARCX | Event Driven | — | — | — | 2.560% | High | Level Load | $1,000 | |
First Trust Preferred Sec & Inc C | FPECX | Preferred Stock | 10.57% | 71 | 2.100% | Above Average | Level Load | $2,500 | ||
First Trust Preferred Sec & Inc R3 | FPERX | Preferred Stock | 10.97% | 46 | 1.650% | High | Retirement, Medium | $0 | ||
FirstTrust Merger Arbitrage Cl A | VARAX | Event Driven | — | 4.22% | 41 | 1.810% | Above Average | Front Load | $1,000 | |
First Trust Short Duration High Inc A | FDHAX | Bank Loan | — | 5.70% | 81 | 1.250% | High | Front Load | $2,500 | |
First Trust Short Duration High Inc I | FDHIX | Bank Loan | — | 5.90% | 72 | 1.000% | High | Institutional | $1.0 Mil | |
First Trust/Confluence Small Cap Val A | FOVAX | Small Blend | 7.67% | 79 | 1.600% | High | Front Load | $2,500 | ||
First Trust/Confluence Small Cap Val I | FOVIX | Small Blend | 7.85% | 76 | 1.350% | High | Institutional | $1.0 Mil | ||
First Trust Short Duration High Inc C | FDHCX | Bank Loan | — | 5.05% | 98 | 2.000% | High | Level Load | $2,500 | |
First Trust/Confluence Small Cap Val C | FOVCX | Small Blend | 7.05% | 85 | 2.350% | High | Level Load | $2,500 | ||
First Trust Managed Municipal I | CWAIX | Muni National Interm | — | — | 3.02% | 38 | 0.650% | High | Institutional | $1.0 Mil |
First Trust Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank