FTMAX Mutual Fund (First Trust Multi-Strategy Fund Class A) is managed by First Trust Capital Management L.P with $47.2M in net assets. FTMAX expense ratio is 1.86%, holding 630 positions across sectors including Other, Unknown, Financials. Inception date: 2012-04-30.

FTMAX performance shows a YTD return of 1.89%. The 1-year return is 5.58% and the 5-year return is 3.82%. FTMAX dividend yield stands at 6.11%, 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%), Spx 12/31/25 P7000 12/25 7000.0 Put / (3.9%). View all FTMAX holdings, sector breakdown, or dividend history.

FTMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.