First Trust meets the industry standard for stewardship, but it could do more to align itself with investors. It earns an Average Parent rating.
First Trust Investments
MarketUS Open-end ex MM ex FoF ex Feeder
Total Net Assets3.09 Bil
Investment Flows (TTM)1.60 Bil
Asset Growth Rate (TTM)108.99%
# of Share Classes17
# of Share Classes
Morningstar Rating Overall
5-Year Category Rank
|First Trust Multi-Strategy Cl A||11|
|FirstTrust Merger Arbitrage Cl A||33|
|First Trust Multi-Strategy Cl I||5|
|First Trust Merger Arbitrage Cl I||25|
|First Trust Preferred Sec & Inc I||65|
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars. Star ratings are calculated at the end of every month. Investments must have at least 36 continuous months of total returns to receive a rating.
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