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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
First Trust Limited Duration Investment Grade Corporate ETF: holdings, performance and fees
1Y return+1.1%
3Y return+2.4%
5Y return+7.3%
Top 10 holdings
| Holding | Weight |
|---|---|
| JPMORGAN CHASE & CO Variable rate, due 10/22/2030 | 2.1% |
| MORGAN STANLEY Variable rate, due 07/20/2029 | 1.9% |
| BANK OF AMERICA CORP Variable rate, due 07/22/2028 | 1.9% |
| GOLDMAN SACHS GROUP INC Variable rate, due 10/24/2029 | 1.6% |
| MSCI INC 4%, due 11/15/2029 | 1.5% |
| CROWDSTRIKE HOLDINGS INC 3%, due 02/15/2029 | 1.4% |
| WELLS FARGO & COMPANY Variable rate, due 09/15/2029 | 1.4% |
| ROYAL BANK OF CANADA Variable rate, due 08/06/2029 | 1.0% |
| PNC FINANCIAL SERVICES Variable rate, due 10/20/2027 | 1.0% |
| BANK OF NY MELLON CORP Variable rate, due 10/25/2029 | 1.0% |
Top countries
- USA80.7%
- Canada9.4%
- Ireland2.5%
- UK1.8%
- Netherlands1.4%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN