FTMCX Mutual Fund

FTMCX Mutual Fund (First Trust Multi-Strategy Fund Class C) is managed by First Trust Capital Management L.P with $30.2M in net assets. FTMCX expense ratio is 2.61%, holding 732 positions across sectors including Health Care, Consumer Discretionary, Industrials. Inception date: 2022-11-14.

FTMCX performance shows a YTD return of 2.05%. The 1-year return is 2.39% and the 5-year return is 3.16%. FTMCX dividend yield stands at 4.99%, paid monthly.

FTMCX top holdings include Spx 06/30/26 C6000 06/26 6000.0 Cal / (34.8%), Spx 09/30/26 C7000 09/26 7000.0 Cal / (15.5%), Spx 09/30/26 P8000 09/26 8000.0 Put / (12.1%), Umb Money Market Ii Special (3.4%), Taylor Morrison Home Corporation Class A (2.2%). Go to all FTMCX holdings, FTMCX sectors, or FTMCX dividends.

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