FTMAX Mutual Fund

FTMAX Mutual Fund (First Trust Multi-Strategy Fund Class A) is managed by First Trust Capital Management L.P with $47.7M in net assets. FTMAX expense ratio is 1.86%, holding 630 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2012-04-30.

FTMAX performance shows a YTD return of 1.96%. The 1-year return is 4.92% and the 5-year return is 3.83%. FTMAX dividend yield stands at 6.14%, paid monthly.

FTMAX top holdings include Onward Homes Ltd (23.5%), Spx 12/31/25 C6000 12/25 6000.0 Cal / (21.1%), Royal Bank Of Canada (CAD) (5.8%), Umb Money Market Ii Special (4.8%), Swiss Franc (3.9%). Go to all FTMAX holdings, FTMAX sectors, or FTMAX dividends.

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