First Trust Short Fund Quote
| FDHCX Fund | USD 17.85 0.01 0.06% |
PerformanceInsignificant
| Odds Of DistressLow
|
First Trust is trading at 17.85 as of the 19th of March 2025; that is 0.06 percent decrease since the beginning of the trading day. The fund's open price was 17.86. First Trust has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in high yield debt securities and bank loans that are rated below-investment grade or unrated. It has a short duration investment strategy, which seeks to maintain, under normal market conditions, a blended portfolio duration of three years or less. More on First Trust Short
Moving together with First Mutual Fund
First Mutual Fund Highlights
| Fund Concentration | First Trust Funds, Large Funds, Bank Loan Funds, Bank Loan, First Trust (View all Sectors) |
| Update Date | 31st of March 2025 |
First Trust Short [FDHCX] is traded in USA and was established 19th of March 2025. First Trust is listed under First Trust category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of First Trust family. This fund currently has accumulated 230.93 M in assets under management (AUM) with minimum initial investment of 2.5 K. First Trust Short is currently producing year-to-date (YTD) return of 0.35% with the current yeild of 0.0%, while the total return for the last 3 years was 4.23%.
Check First Trust Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as First Trust Short Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
First Trust Short Risk Profiles
| Mean Deviation | 0.1125 | |||
| Standard Deviation | 0.1695 | |||
| Variance | 0.0287 | |||
| Risk Adjusted Performance | (0.06) |
First Trust Against Markets
Other Information on Investing in First Mutual Fund
First Trust financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |