FTSM
First Trust Enhanced Short Maturity ETFFTSM Fund Description
FTSM, an actively managed fund, invests primarily in a variety of fixed-income securities with a target maturity of less than 3 years.
FTSM Factset Analytics Insight
FTSM is an actively managed fund that primarily invests in a variety of fixed-income securities for capital preservation and income generation. It is a quasi-competitor to PIMCO's MINT and iShares' NEAR. However, rather than holding solely investment-grade securities, FTSM reaches into bank loans—often rated as non-investment grade—for additional yield. It doesn't look much like our benchmark, and it has yet to demonstrate that it can reliably deliver higher yields while preserving capital over the long-term. FTSM trades very well, with small spreads and robust daily volume. Larger investors looking at block execution will find decent liquidity, allowing the usual caveats for the liquidity-challenged fixed-income space. FTSM charges a reasonable fee, but investors should bear in mind that the portfolio can experience high turnover.
FTSM MSCI ESG Analytics Insight
First Trust Enhanced Short Maturity ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.78 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust Enhanced Short Maturity ETF ranks in the 35th percentile within its peer group and in the 15th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FTSM CHARTS AND PERFORMANCE
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1 Month
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3 Months
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YTD
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1 Year
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3 Years
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5 Years
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1 Month
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3 Months
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YTD
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1 Year
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3 Years
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5 Years
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FTSM Top 10 Holdings [View All]
FTSM Portfolio Data
FTSM Portfolio Management
FTSM Tax Exposures
FTSM Fund Structure
FTSM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FTSM. FTSM is rated a N/A out of 5.
FTSM Tradability
FTSM Top 10 Holdings[View All]
FTSM Performance Statistics
FTSM MSCI ESG Ratings
FTSM HOLDINGS STATISTICS
FTSM AVG LIFE MATURITY DISTRIBUTION
FTSM OAS BREAKDOWN
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.