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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
First Trust TCW Opportunistic Fixed Income ETF: holdings, performance and fees
1Y return-1.1%
3Y return+4.0%
5Y return-8.5%
Top 10 holdings
| Holding | Weight |
|---|---|
| U.S. Treasury Bond, 5.125%, due 08/15/2056 | 9.1% |
| U.S. Treasury Note, 4.375%, due 01/31/2032 | 7.1% |
| U.S. Treasury Note, 4.625%, due 02/28/2026 | 4.6% |
| U.S. Treasury Bond, 5%, due 05/15/2045 | 4.4% |
| U.S. Treasury Note, 4.125%, due 11/30/2029 | 2.3% |
| GOLDMAN SACHS GROUP INC Variable rate, due 10/24/2029 | 1.7% |
| JPMORGAN CHASE & CO Variable rate, due 10/22/2030 | 1.1% |
| U.S. Treasury Inflation Indexed Note, 1.625%, due 04/15/2030 | 1.1% |
| THE BOEING CO 7.008%, due 05/01/2064 | 1.0% |
| MORGAN STANLEY Variable rate, due 07/20/2029 | 0.9% |
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.
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