CWAIX Mutual Fund

CWAIX Mutual Fund (First Trust Managed Municipal Fund Class I) is managed by First Trust Portfolios (US) with $49.0M 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 0.44%. The 1-year return is 5.14%. CWAIX dividend yield stands at 3.71%, 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 5.5000 11/15/2033 (1.9%). Go to all CWAIX holdings, CWAIX sectors, or CWAIX dividends.

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