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First Trust/dow Jones Dividend & Income Allocation Portfolio Class I (0P0000VZ40)

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13.750 +0.080 +0.59%

19/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: First Trust

Asset Class: Equity

Morningstar Rating:
Total Assets: 837.95M

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First Trust/dow Jones Dividend & Income Allocation Portfolio Class I Overview

Find basic information about the First Trust/dow Jones Dividend & Income Allocation Portfolio Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000VZ40 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US33738U1034)

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Rating

1-Year Change2.09%

Prev. Close13.67

Risk Rating

TTM Yield2.34%

ROE23.09%

IssuerFirst Trust

Turnover72%

ROA8.53%

Inception DateMay 01, 2012

Total Assets837.95M

Expenses1.20%

Min. InvestmentN/A

Market Cap16.94B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1025	974	1082	1119	1334	1806
Fund Return	2.5%	-2.6%	8.18%	3.82%	5.94%	6.09%
Place in category	129	300	289	267	245	122
% in Category	41	96	90	86	93	62

Top Equity Funds by First Trust

Name	Total Assets	YTD%	3Y%	10Y%
First Trust Preferred Sec & Inc I	141.19M	1.44	3.22	4.79
First Trust/Confluence Small Cap Vi	17.89M	2.82	-0.76	5.74
First Trust/Confluence Small Cap Va	1.65M	2.83	-0.35	5.76
First Confluence Small Cap Value C	214.06K	2.76	-1.00	4.97

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.07B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.04	7.27	8.46
American Funds American Balanced R6	54.59B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Balanced K	42.26B	1.39	7.80	9.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Goldman Sachs Group, Inc. 4.482%	-	0.56	-	-
American Water Capital Corp 5.15%	-	0.52	-	-
AstraZeneca Finance LLC 4.8%	-	0.52	-	-
Berry Global Inc 5.65%	-	0.52	-	-
Firstenergy Transmission Llc 4.35%	-	0.49	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Neutral	Neutral
Technical Indicators	BUY	Neutral	BUY
Summary	Buy	Neutral	Neutral

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Recent Quotes

Name	Price	Chg.	Chg. %
First Trust/Dow J.	13.750	+0.080	+0.59%
LBPAM Obli Europe.	145.460	+0.120	+0.08%
BlackRock Japan E.	2.54	+0.03	+1.11%
Pictet CH - Swiss.	9,511.470	+41.550	+0.44%