Key stats
About First Trust Managed Futures Strategy Fund
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Inception date
Aug 1, 2013
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
FMF aims for true absolute-return performance using a managed futures approach. The fund takes direct long and short positions in futures across commodities currency and equity indexes. The ability to offset exposures within asset classes could produce low correlations, an area where direct-competitor WDTI excels.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Government
Bonds, Cash & Other100.00%
Government81.78%
Agency9.11%
Mutual fund9.11%
Top 10 holdings
Dividends
Dividend payout history