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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% 0.10% 25.66M 6582.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 92.00% 9.228M Upgrade

Basic Info

Investment Strategy
The Fund seeks to maximize long-term total return. Under normal market conditions, the Fund will primarily invest at least 80% of its net assets (plus any borrowings for investment purposes) in commercial mortgage-backed securities (CMBS) with a "AAA" rating (or equivalent) at the time of purchase.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
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--
--
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
7.80%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.03%
0.77%
7.93%
7.86%
-1.82%
-11.21%
5.06%
4.27%
7.61%
--
--
--
0.86%
0.15%
8.94%
6.84%
4.54%
--
--
--
--
--
--
2.08%
8.10%
--
--
--
--
--
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6.86%
5.67%
As of December 11, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.77%
Stock 0.00%
Bond 98.57%
Convertible 0.00%
Preferred 0.00%
Other 0.66%
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Basic Info

Investment Strategy
The Fund seeks to maximize long-term total return. Under normal market conditions, the Fund will primarily invest at least 80% of its net assets (plus any borrowings for investment purposes) in commercial mortgage-backed securities (CMBS) with a "AAA" rating (or equivalent) at the time of purchase.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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