Top 17 First Trust Funds

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First Trust Funds

  • Net Assets
  • $5.44 B
  • Oldest Fund Launched In
  • 2004
  • # of Funds | Share Classes
  • 17 | 25
  • AVG Manager Tenure
  • 7.7 years
  • Expense range
  • 0.9% to 4.0% AVG: 2.3%
  • % of no load funds
  • 76%

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Overview

This is a list of First Trust Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on First Trust Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for First Trust Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for First Trust Funds.

Dividend

This page includes relevant dividend information on First Trust Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for First Trust Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in First Trust Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for First Trust Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
First Trust Intermediate Duration Preferred & Income Fund N/A (XFPFX) Preferred Stock/Convertible Bond $1,484.51 11.46% 34.38% 2.49% 6.52
First Trust High Inc Long/Short Fund N/A (XFSDX) U.S. Below-Investment-Grade Bond $585.90 5.09% 37.42% 2.20% N/A
First Trust MLP and Energy Income Fund N/A (XFEIX) U.S. All Cap Equity $539.17 -5.51% 69.77% 2.46% 7.01
First Trust Energy Income and Growth Fund N/A (XFENX) U.S. All Cap Equity $397.11 -5.72% 70.62% 2.79% 12.22
First Trust Senior Floating Rate Income Fund II N/A (XFCTX) Floating Rate Bond $364.68 0.81% 13.62% 2.53% 15.53
First Trust Enhanced Equity Income Fund N/A (XFFAX) U.S. All Cap Equity $331.35 11.67% 17.80% 1.14% 15.27
First Trust Energy Infrastructure Fund N/A (XFIFX) North America Equity $295.55 1.27% 73.63% 2.50% 8.18
First Trust Preferred Securities and Income Fund Inst (FPEIX) Preferred Stock/Convertible Bond $284.10 9.02% 58.13% 1.02% 8.89
First Trust Dynamic Europe Equity Income N/A (XFDEX) Europe Equity $269.51 4.35% 81.01% 1.91% 4.19
First Trust New Opportunities MLP & Energy Fund N/A (XFPLX) U.S. All Cap Equity $236.44 -2.58% 66.10% 2.81% 5.68
First Trust Short Duration High Income Fund Inst (FDHIX) Bank Loan Bond $159.16 3.39% 8.33% 0.94% 7.08
First Trust/Aberdeen Global Opportunity Income Fund N/A (XFAMX) International Government Bond $149.00 6.86% 33.33% 2.81% 15.03
Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income N/A (XMFDX) Income $94.71 3.26% 65.04% 3.04% 5.92
First Trust Special Finance and Financial Opportunities Fund N/A (XFGBX) Financials Equity $85.01 4.04% 84.62% 2.38% 12.53
First Trust/Aberdeen Emerging Opportunity Fund N/A (XFEOX) Emerging Markets $77.09 4.89% 64.15% 1.90% 13.27
First Trust Mortgage Income Fund N/A (XFMYX) Mortgage-Backed Securities $62.69 -0.80% 96.92% 1.59% 3.2
First Trust/Confluence Small Cap Value Fund Inst (FOVIX) U.S. Small-Cap Growth Equity $28.00 2.83% 61.26% 2.33% 8.89
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

First Trust is a company that sells mutual funds with $5,444M in assets under management. The average expense ratio from all mutual funds is 2.32%. 76.00% of all the mutual funds are no load funds. The oldest fund launched was in 2004. The average manager tenure for all managers at First Trust is 7.67 years. The company offers investors 17 mutual funds, in terms of the number of individual fund symbols.


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