Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '2545.0044.38

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
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Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Fund seeks risk-adjusted income. Secondarily, capital appreciation. Under normal market conditions, the Fund seeks to achieve its investment objectives by investing in a portfolio of US listed exchange-traded funds that is designed to follow the High Income Model developed by the Funds investment advisor.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group Multi-Sector Income Funds
Global Macro Bond Global
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Multi-Sector Income Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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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
-5.04%
15.77%
-2.85%
10.20%
-9.96%
6.39%
2.22%
2.56%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
3.58%
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1.76%
3.56%
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2.31%
3.02%
-28.69%
22.30%
9.78%
0.72%
-22.51%
14.64%
10.43%
4.90%
-1.50%
12.79%
4.25%
-1.25%
-10.33%
8.30%
4.16%
2.30%
As of April 05, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of February 28, 2025.
Type % Net
Cash -13.93%
Stock 0.16%
Bond 100.4%
Convertible 0.00%
Preferred 0.51%
Other 12.87%
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Basic Info

Investment Strategy
The Fund seeks risk-adjusted income. Secondarily, capital appreciation. Under normal market conditions, the Fund seeks to achieve its investment objectives by investing in a portfolio of US listed exchange-traded funds that is designed to follow the High Income Model developed by the Funds investment advisor.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group Multi-Sector Income Funds
Global Macro Bond Global
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Multi-Sector Income Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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