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 Funds List
Share Class Type
1 to 17 of 17 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| First Trust Multi-Strategy Cl A | OMOAX | Multistrategy | — | 3.59% | 17 | 1.850% | High | Front Load | $5,000 | |
| First Trust Multi-Strategy Cl I | OMOIX | Multistrategy | — | 3.71% | 15 | 1.540% | Above Average | Institutional | $100,000 | |
| First Trust Merger Arbitrage Cl I | VARBX | Event Driven | — | 0.28% | 19 | 1.490% | Above Average | Institutional | $500,000 | |
| First Trust Multi-Strategy Cl C | OMOCX | Multistrategy | — | — | — | — | High | Level Load | $1,000 | |
| FirstTrust Merger Arbitrage Cl A | VARAX | Event Driven | — | 0.10% | 24 | 1.800% | Above Average | Front Load | $1,000 | |
| First Trust Preferred Sec & Inc I | FPEIX | Preferred Stock | −4.14% | 94 | 1.000% | Above Average | Institutional | $1.0 Mil | ||
| First Trust Short Duration High Inc I | FDHIX | Bank Loan | — | 2.74% | 88 | 1.010% | High | Institutional | $1.0 Mil | |
| First Trust Preferred Sec & Inc A | FPEAX | Preferred Stock | −4.27% | 97 | 1.300% | Above Average | Front Load | $2,500 | ||
| First Trust Preferred Sec & Inc C | FPECX | Preferred Stock | −4.49% | 100 | 2.020% | Above Average | Level Load | $2,500 | ||
| First Trust Preferred Sec & Inc F | FPEFX | Preferred Stock | −4.23% | 96 | 1.300% | High | No Load | $2,500 | ||
| First Trust Preferred Sec & Inc R3 | FPERX | Preferred Stock | −4.34% | 99 | 1.650% | High | Retirement, Medium | $0 | ||
| First Trust Short Duration High Inc A | FDHAX | Bank Loan | — | 2.64% | 91 | 1.260% | High | Front Load | $2,500 | |
| First Trust/Confluence Small Cap Val A | FOVAX | Small Blend | −0.97% | 83 | 1.600% | High | Front Load | $2,500 | ||
| First Trust/Confluence Small Cap Val C | FOVCX | Small Blend | −1.28% | 85 | 2.350% | High | Level Load | $2,500 | ||
| First Trust/Confluence Small Cap Val I | FOVIX | Small Blend | −0.89% | 82 | 1.350% | High | Institutional | $1.0 Mil | ||
| First Trust Short Duration High Inc C | FDHCX | Bank Loan | — | 1.87% | 100 | 2.010% | High | Level Load | $2,500 | |
| First Trust Managed Municipal I | CWAIX | Muni National Interm | — | — | — | — | 0.500% | Average | Institutional | $1.0 Mil |
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
Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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