FTMIX Mutual Fund

FTMIX Mutual Fund (First Trust Multi-Strategy Fund Class I) is managed by First Trust Capital Management L.P with $1.36B in net assets. FTMIX expense ratio is 1.60%, holding 732 positions across sectors including Health Care, Consumer Discretionary, Industrials. Inception date: 2012-04-30.

FTMIX performance shows a YTD return of 2.86%. The 1-year return is 3.37% and the 5-year return is 3.95%. FTMIX dividend yield stands at 6.24%, paid monthly.

FTMIX 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 FTMIX holdings, FTMIX sectors, or FTMIX dividends.

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