CWAAX Mutual Fund

CWAAX Mutual Fund (First Trust Managed Municipal Fund Class A) is managed by First Trust Portfolios (US) with $508,451.46 in net assets. CWAAX expense ratio is 0.75%, holding 104 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2025-03-04.

CWAAX performance shows a YTD return of -0.05%. The 1-year return is 3.77%. CWAAX dividend yield stands at 3.48%, paid monthly.

CWAAX top holdings include Kern Community College District (2.1%), Pennsylvania St Econ Dev Fing Regd B/E Amt 5.50000000 (2.1%), Consolidated Municipalities Electric Power Systems Joint Powers Board 5.25% 06/01/2040 (2.1%), Yonkers Ny 5% 11/15/39 (2.1%), Port Of Portland Or Airport Revenue 5% 07/01/2030 (2.0%). Go to all CWAAX holdings, CWAAX sectors, or CWAAX dividends.

CWAAX can be compared against other funds. Use CWAAX overlap to find shared positions, or CWAAX vs another fund for a side-by-side view. CWAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.