CWAIX Mutual Fund
CWAIX Mutual Fund
First Trust Managed Municipal Fund Class I
CWAIX Mutual Fund Overview
CWAIX Mutual Fund (First Trust Managed Municipal Fund Class I) is managed by First Trust Portfolios (US) with $50.4M in net assets. CWAIX expense ratio is 0.50%, holding 104 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2022-06-15.
CWAIX performance shows a YTD return of 1.92%. The 1-year return is 6.38%. CWAIX dividend yield stands at 3.63%, paid monthly.
CWAIX top holdings include Kern Community College District (2.0%), Yonkers Ny 5% 11/15/39 (2.0%), Pennsylvania St Econ Dev Fing Regd B/E Amt 5.50000000 (2.0%), Consolidated Municipalities Electric Power Systems Joint Powers Board 5.25% 06/01/2040 (2.0%), Denver City & Cnty Co Arpt Rev Regd B/E Amt 5.50000000 (1.9%). View all CWAIX holdings, sector breakdown, or dividend history.
CWAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.