EFIX First Trust TCW Emerging Markets Debt ETF
EFIX Fund Description
EFIX is an actively managed fund that invests in debt securities, of various credit quality, issued by emerging market countries.
EFIX Factset Analytics Insight
EFIX’s actively managed take on this segment consists mostly of dollar-denominated debt securities issued or guaranteed by companies, financial institutions and government entities located in emerging market countries. The fund seeks to outperform its benchmark through the utilization of integrated top-down and bottom-up research to identify securities that are perceived to be undervalued. EFIX seeks an average portfolio duration within one year of its benchmark - JPMorgan Emerging Markets Bond Index Global Diversified - but does not impose a limit regarding the average duration of securities included in the portfolio. The fund may also invest up to 30% in below rated “B” bonds, and 25% in over-the-counter derivatives to manage currency, interest rate or credit risk arising from foreign investments.
EFIX Summary Data
EFIX Portfolio Data
EFIX Index Data
EFIX Portfolio Management
EFIX Tax Exposures
EFIX Fund Structure
EFIX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EFIX. EFIX is rated a N/A out of 5.
EFIX Sector/Industry Breakdown