Morningstar

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 ClassWFGGXGlobal Large-Stock Growth
10.25%321.280%HighNo Load$1,000
First Trust Wcm Focused Global Growth Fund Class AWFGAXGlobal Large-Stock Growth
——1.300%HighFront Load$1,000
First Trust WCM Focused Global Growth Fund Institutional ClassWCMGXGlobal Large-Stock Growth
10.53%320.970%Above AverageInstitutional$100,000
First Trust Preferred Securities and Income Fund Class IFPEIXPreferred Stock
−1.87%821.060%HighInstitutional$1M
First Trust Wcm Focused Global Growth Fund Class CWFGCXGlobal Large-Stock Growth
——2.050%HighLevel Load$1,000
First Trust Merger Arbitrage Fund Class AVARAXEvent Driven—2.91%441.800%Above AverageFront Load$5,000
First Trust Multi-Strategy Fund Class A SharesFTMAXMultistrategy—2.59%791.800%Above AverageFront Load$5,000
First Trust Preferred Securities and Income Fund Class R3FPERXPreferred Stock
−2.33%861.650%HighRetirement, Medium$0
First Trust Preferred Securities and Income Fund Class AFPEAXPreferred Stock
−2.13%851.400%HighFront Load$2,500
First Trust Preferred Securities and Income Fund Class CFPECXPreferred Stock
−2.67%902.150%HighLevel Load$2,500
First Trust Merger Arbitrage Fund Class IVARBXEvent Driven—3.13%401.480%HighInstitutional$100,000
First Trust Preferred Securities and Income Fund Class FFPEFXPreferred Stock
−2.17%861.300%HighNo Load$2,500
First Trust Multi-Strategy Fund Class I SharesFTMIXMultistrategy—2.73%791.540%Above AverageInstitutional$100,000
First Trust Short Duration High Income Fund Class AFDHAXBank Loan—−0.64%1001.250%HighFront Load$2,500
First Trust Managed Municipal Fund Class ACWAAXMuni National Interm—−3.52%810.750%AverageFront Load$2,500
First Trust Managed Municipal Fund Class ICWAIXMuni National Interm—−3.36%760.500%AverageInstitutional$1M
First Trust Short Duration High Income Fund Class IFDHIXBank Loan—−0.45%991.000%HighInstitutional$1M
First Trust Merger Arbitrage Fund Class CVARCXEvent Driven—2.30%652.530%Above AverageLevel Load$1,000
First Trust Multi-Strategy Fund Class C SharesFTMCXMultistrategy—1.92%842.550%Above AverageLevel Load$1,000
First Trust Short Duration High Income Fund Class CFDHCXBank Loan—−1.26%1002.000%HighLevel 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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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.

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