Morningstar

First Trust Multi-Strategy Fund Class C Shares FTMCX

Rating as of Oct 31, 2026 See First Trust Investment Hub

Strategy

The investment seeks long-term capital appreciation by pursuing positive absolute returns across market cycles; the fund seeks to generate attractive long-term returns with low sensitivity to traditional equity and fixed-income indices. the fund’s advisor, seeks to achieve the fund’s investment objectives by delegating the management of a portion of fund assets to a group of experienced investment managers that utilize a variety of investment strategies and styles (the “Sub-Advisors”). The Advisor also manages a portion of the fund’s assets directly.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FTMIX	First Trust Multi-Strategy Fund Class I Shares	Institutional	Open		—	Apr 30, 2012	$1.36B	1.540%	Above Average	$100,000	$242.04M
FTMAX	First Trust Multi-Strategy Fund Class A Shares	Front Load	Open		—	Apr 30, 2012	$52.04M	1.800%	Above Average	$5,000	$17.32M
FTMCX	First Trust Multi-Strategy Fund Class C Shares	Level Load	Open		—	Nov 14, 2022	$30.26M	2.550%	Above Average	$1,000	$6.83M

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