First Trust Real Assets Fund Class I
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
There are no holdings to display.
Performance
Beta
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7-Day Total Return
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30-Day Total Return
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60-Day Total Return
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90-Day Total Return
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Year to Date Total Return
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5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
First Trust
Manager/Tenure
(Years)
(Years)
Brian Murphy (2), Michael Peck (2), Namit Sinha (0), 1 other
Website
Address
First Trust
Wheaton IL - 60187
Wheaton IL - 60187
Country
United States
Phone Number
800-621-1675
Investment Strategy
The investment seeks to achieve long-term real return through current income and long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by allocating at least 80% of its net assets, plus the amount of any borrowings for investment purposes, to real assets and real asset companies (together, “Real Asset Related Investments”). Real assets include, without limitation, investments related to real estate, infrastructure, natural resources (such as timberland and agriculture/farmland), and precious metals. It is non-diversified.