First Trust High Income Long/Short Fund (FSD)
11.54
-0.03
(-0.26%)
USD |
NYSE |
Apr 25, 16:00
11.55
+0.01
(+0.09%)
Pre-Market: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
4.23% | -7.16% | 413.81M | 107219.9 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
11.38% | 35.00% | -- | Upgrade |
Basic Info
Investment Strategy | |
The Fund’s primary investment objective is to provide current income. The Fund’s secondary objective is capital appreciation. The Fund seeks to achieve its investment objectives by investing, under normal market conditions, a majority of its assets in a diversified portfolio of U.S. and foreign high-yield corporate fixed-income securities of varying maturities that are rated below-investment grade at the time of purchase. |
General | |
Security Type | Closed-End Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | High Yield Bond |
Category Index | ICE BofA US High Yield TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | World Stock |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
ICE BofA US High Yield TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Matt Jacob | 2.03 yrs |
Shu-Yang Tan | 2.03 yrs |
Cameron White | 0.58 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
Investment Strategy | |
The Fund’s primary investment objective is to provide current income. The Fund’s secondary objective is capital appreciation. The Fund seeks to achieve its investment objectives by investing, under normal market conditions, a majority of its assets in a diversified portfolio of U.S. and foreign high-yield corporate fixed-income securities of varying maturities that are rated below-investment grade at the time of purchase. |
General | |
Security Type | Closed-End Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | High Yield Bond |
Category Index | ICE BofA US High Yield TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | World Stock |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
ICE BofA US High Yield TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Matt Jacob | 2.03 yrs |
Shu-Yang Tan | 2.03 yrs |
Cameron White | 0.58 yrs |