NasdaqGM - Delayed Quote USD

Multi-Asset Diversified Income Index Fund (MDIV)

16.67 +0.11 (+0.68%)
At close: November 21 at 4:00 PM EST
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DELL
  • Previous Close 16.56
  • Open 16.41
  • Bid 16.59 x 500
  • Ask 16.72 x 500
  • Day's Range 16.41 - 16.69
  • 52 Week Range 14.89 - 16.80
  • Volume 73,022
  • Avg. Volume 82,242
  • Net Assets 443.81M
  • NAV 16.61
  • PE Ratio (TTM) 11.78
  • Yield 6.43%
  • YTD Daily Total Return 12.11%
  • Beta (5Y Monthly) 0.96
  • Expense Ratio (net) 0.68%

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and/or depositary receipts, REITs, preferred securities, MLPs and ETF that comprise the index. The index is designed to provide exposure to five asset segments, each selected to result in a consistent and high yield for the index. These five asset segments are: equity securities, REITs, preferred securities, MLPs and high yield corporate bonds.

First Trust Advisors L.P.

Fund Family

Aggressive Allocation

Fund Category

443.81M

Net Assets

2012-08-13

Inception Date

Performance Overview: MDIV

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Trailing returns as of 11/20/2024. Category is Aggressive Allocation.

YTD Return

MDIV
12.11%
Category
13.04%
?

1-Year Return

MDIV
18.39%
Category
29.22%
?

3-Year Return

MDIV
7.15%
Category
3.10%
?

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Holdings: MDIV

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Top 10 Holdings (31.70% of Total Assets)

SymbolCompany% Assets
HYLS
First Trust Tactical High Yield ETF 19.97%
PMT
PennyMac Mortgage Investment Trust 1.52%
IEP
Icahn Enterprises L.P. 1.52%
ARLP
Alliance Resource Partners, L.P. 1.37%
DMLP
Dorchester Minerals, L.P. 1.28%
KRP
Kimbell Royalty Partners, LP 1.25%
CAPL
CrossAmerica Partners LP 1.25%
BSM
Black Stone Minerals, L.P. 1.24%
DKL
Delek Logistics Partners, LP 1.20%
AGNCN
AGNC Investment Corp. 1.11%

Sector Weightings

Recent News: MDIV

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Research Reports: MDIV

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