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NasdaqGM - Delayed Quote USD
First Trust Merger Arbitrage Fu (0P000152G3)
10.58
0.00
(0.00%)
At close: April 5 at 4:00:00 PM EDT
Investment Information
- Min Initial Investment
- 500,000
- Min Initial Investment, IRA
- 5,000
- Min Initial Investment, AIP
- 5,000
- Min Subsequent Investment
- 500,000
- Min Subsequent Investment, IRA
- 0
- Min Subsequent Investment, AIP
- 0
Broker Availability
- Augsburger Aktienbank AG
- Pershing FundCenter
- Raymond James Investment Services Ltd
- Raymond James
- Raymond James WRAP Eligible
- RBC Wealth Management-Network Eligible
- Morgan Stanley Select UMA
- European Bank for Financial Services GmbH (eBase)
- Sweden Retail Universe
Fund Summary
Under normal market conditions, the fund's adviser intends to invest in equity securities (publicly-traded common stock and preferred stock) and derivatives thereof of companies that are involved in a significant corporate event, such as a merger or acquisition. Investments in companies undergoing a merger or acquisition have both risk and return characteristics that are different from the risks of investing in the general stock market. It may invest in equity securities of any market capitalization.
Fund Overview
| Category | Event Driven |
| Fund Family | First Trust |
| Net Assets | 1.62B |
| YTD Return | 1.44% |
| Yield | 3.04% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2015 |
Performance & Risk
| YTD Return | 1.54% |
| 5y Average Return | 3.68% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.02 |
| Morningstar Risk Rating |
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