First Trust Senior Loan Fund FTSL

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTSL

Will FTSL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Defensive play isn’t always the best.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

First Trust Senior Loan’s conservative approach shows its value in turbulence but not enough to reward investors over the long term.

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Portfolio Holdings FTSL

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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0.84 21M
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Opal Holdco 4 04/28/2032 Term Loan

0.83 21M
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Garda World Security Gwcn Tl B 1l Usd 02/01/29

0.83 21M
Corporate

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