First Trust Mutual Funds List
Here you can find all mutual funds issued by First Trust and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 8
- Avg. Expense Ratio
- 0.64%
- Avg. 1 Year Return
- 7.69%
- Avg. 5 Year Return
- 4.17%
- Median Risk/Return Score
- 30 / 100
First Trust Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| First Trust Enhanced Equity Income Fund | Derivative Income | Aug 26, 2004 | 1.22% | 3.93% | 13.42% | 6.73% | 44 | ||||||||
| First Trust Preferred Securities and Income Fund | Preferred Stock/Convertible Bonds | Jan 10, 2011 | 1.00% | 0.21% | 4.97% | 5.03% | 69 | ||||||||
| Vivaldi Merger Arbitrage Fund Class I | Event Driven | Oct 1, 2015 | 1.81% | 1.61% | 3.74% | 5.94% | 98 |
Explore top First Trust Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best First Trust Mutual funds by Risk/Return Score
The top First Trust Mutual funds by PortfoliosLab Risk/Return Score are VARBX (98) and FPEIX (69).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 98 | — | Oct 2015 | |
| First Trust Preferred Securities and Income Fund | 69 | — | Jan 2011 | |
| First Trust Enhanced Equity Income Fund | 44 | — | Aug 2004 | |
| First Trust Short Duration High Income Fund | 34 | — | Oct 2012 |
Best-Performing First Trust Mutual funds Over 5 Years
The top First Trust Mutual funds is FFA (9.95%).
Across the lineup, First Trust Mutual funds show an average 1-year return of 7.69% and an average 5-year return of 4.17%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| First Trust Enhanced Equity Income Fund | 9.95% | — | Aug 2004 | |
| Vivaldi Merger Arbitrage Fund Class I | 4.09% | — | Oct 2015 | |
| First Trust Short Duration High Income Fund | 3.97% | — | Oct 2012 | |
| First Trust Preferred Securities and Income Fund | 2.95% | — | Jan 2011 |
Lowest-Cost First Trust Mutual funds
The top First Trust Mutual funds is FPEIX (1.00%).
With an average expense ratio of 0.64%, First Trust Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| First Trust Preferred Securities and Income Fund | 1.00% | — | Jan 2011 | |
| First Trust Short Duration High Income Fund | 1.01% | — | Oct 2012 | |
| First Trust Enhanced Equity Income Fund | 1.22% | — | Aug 2004 | |
| Vivaldi Merger Arbitrage Fund Class I | 1.81% | — | Oct 2015 |
Highest-Yield First Trust Mutual funds
The top First Trust Mutual funds is FFA (6.73%).
Across the lineup, First Trust Mutual funds show an average dividend yield of 7.87%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| First Trust Enhanced Equity Income Fund | 6.73% | — | Aug 2004 | |
| Vivaldi Merger Arbitrage Fund Class I | 5.94% | — | Oct 2015 | |
| First Trust Short Duration High Income Fund | 5.70% | — | Oct 2012 | |
| First Trust Preferred Securities and Income Fund | 5.03% | — | Jan 2011 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.