Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
First Trust Mutual Funds
View all of First Trust’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
First Trust Mutual Funds List
1 to 20 of 20 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| First Trust WCM Focused Global Growth Fund Investor Class | WFGGX | Global Large-Stock Growth | 4.18% | 51 | 1.280% | High | No Load | $1,000 | ||
| First Trust Wcm Focused Global Growth Fund Class A | WFGAX | Global Large-Stock Growth | — | — | 1.300% | High | Front Load | $1,000 | ||
| First Trust WCM Focused Global Growth Fund Institutional Class | WCMGX | Global Large-Stock Growth | 4.46% | 49 | 0.970% | Above Average | Institutional | $100,000 | ||
| First Trust Preferred Securities and Income Fund Class I | FPEIX | Preferred Stock | −1.88% | 63 | 1.060% | High | Institutional | $1M | ||
| First Trust Wcm Focused Global Growth Fund Class C | WFGCX | Global Large-Stock Growth | — | — | 2.050% | High | Level Load | $1,000 | ||
| First Trust Preferred Securities and Income Fund Class R3 | FPERX | Preferred Stock | −2.35% | 70 | 1.650% | High | Retirement, Medium | $0 | ||
| First Trust Preferred Securities and Income Fund Class A | FPEAX | Preferred Stock | −2.12% | 66 | 1.400% | High | Front Load | $2,500 | ||
| First Trust Multi-Strategy Fund Class A Shares | FTMAX | Multistrategy | — | 2.66% | 82 | 1.800% | Above Average | Front Load | $5,000 | |
| First Trust Preferred Securities and Income Fund Class C | FPECX | Preferred Stock | −2.80% | 73 | 2.150% | High | Level Load | $2,500 | ||
| First Trust Merger Arbitrage Fund Class I | VARBX | Event Driven | — | 3.51% | 54 | 1.480% | High | Institutional | $100,000 | |
| First Trust Preferred Securities and Income Fund Class F | FPEFX | Preferred Stock | −2.20% | 67 | 1.300% | High | No Load | $2,500 | ||
| First Trust Multi-Strategy Fund Class I Shares | FTMIX | Multistrategy | — | 2.82% | 81 | 1.540% | Above Average | Institutional | $100,000 | |
| First Trust Managed Municipal Fund Class A | CWAAX | Muni National Intermediate | — | −0.76% | 93 | 0.750% | Average | Front Load | $2,500 | |
| First Trust Merger Arbitrage Fund Class A | VARAX | Event Driven | — | 3.29% | 58 | 1.800% | Above Average | Front Load | $5,000 | |
| First Trust Short Duration High Income Fund Class A | FDHAX | Bank Loan | — | 0.45% | 99 | 1.250% | High | Front Load | $2,500 | |
| First Trust Merger Arbitrage Fund Class C | VARCX | Event Driven | — | 2.49% | 68 | 2.530% | Above Average | Level Load | $1,000 | |
| First Trust Short Duration High Income Fund Class I | FDHIX | Bank Loan | — | 0.67% | 98 | 1.000% | High | Institutional | $1M | |
| First Trust Managed Municipal Fund Class I | CWAIX | Muni National Intermediate | — | −0.56% | 86 | 0.500% | Average | Institutional | $1M | |
| First Trust Multi-Strategy Fund Class C Shares | FTMCX | Multistrategy | — | 1.97% | 88 | 2.550% | Above Average | Level Load | $1,000 | |
| First Trust Short Duration High Income Fund Class C | FDHCX | Bank Loan | — | −0.27% | 100 | 2.000% | High | Level Load | $2,500 |
First Trust Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States