CWAIX Mutual Fund

CWAIX Mutual Fund (First Trust Managed Municipal Fund Class I) is managed by First Trust Portfolios (US) with $46.6M 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 -0.21%. The 1-year return is 3.71%. CWAIX dividend yield stands at 3.75%, paid monthly.

CWAIX 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 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.