Morningstar

First Trust Senior Loan Fund FTSL

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTSL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTSL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTSL’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Saraja Samant
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTSL

More FTSL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Trs Instl

8.62 212M
Cash and Equivalents

Whatabrands Llc Whabra Tl B 1l Usd 08/03/28

1.97 48M
Corporate

Irb Holding Corp Argihc Tl B 1l Usd 12/16/30

1.30 32M
Corporate

White Cap Buyer Llc Whtcap Tl B 1l Usd 10/19/29

1.23 30M
Corporate

Athenahealth Group Inc Athena Tl B 1l Us 02/14/29

1.18 29M
Corporate

Transdigm Inc Tdg Tl K 1l Usd 03/22/30

1.15 28M
Corporate

Quikrete Holdings Inc Quikho Tl 03/19/29

1.10 27M
Corporate

Post Holdings Inc. 6.25%

1.07 26M
Corporate

Hyperion Refinance Sarl Hypins Tl B 1l U 04/18/30

1.02 25M
Corporate

1011778 Bc Ulc Bculc Tl B5 1l Usd 09/23/30

1.01 25M
Corporate

Sponsor Center