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

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14.200 +0.090 +0.64%

21/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 890.15M

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0P0000VZ40 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.

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Rating

1-Year Change12.61%

Prev. Close14.11

Risk Rating

TTM Yield2.34%

ROE23.32%

IssuerN/A

Turnover72%

ROA8.65%

Inception DateMay 01, 2012

Total Assets890.15M

Expenses1.20%

Min. InvestmentN/A

Market Cap14.55B

CategoryAllocation - - 50% to 70% Equity

What is your sentiment on First Trust/Dow Jones Dividend & Income Allocation?

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

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1069	1008	1202	1058	1280	1858
Fund Return	6.86%	0.8%	20.23%	1.89%	5.06%	6.39%
Place in category	302	268	287	220	248	105
% in Category	93	88	83	76	91	54

Top Equity Funds by First Trust

Name	Total Assets	YTD%	3Y%	10Y%
First Trust Preferred Sec & Inc I	147.17M	10.93	1.21	4.91
First Trust/Confluence Small Cap Vi	20.03M	5.38	-2.19	5.39
First Trust/Confluence Small Cap Va	1.98M	5.15	-1.80	5.37
First Confluence Small Cap Value C	253K	4.49	-2.43	4.60

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.51B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	55.41B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced Fund Clas	42.26B	13.97	4.86	9.58

Top Holdings

Name	ISIN	Weight %	Last	Change %
Goldman Sachs Group, Inc. 4.482%	-	0.57	-	-
AstraZeneca Finance LLC 4.8%	-	0.53	-	-
American Water Capital Corp 5.15%	-	0.52	-	-
Berry Global Inc 5.65%	-	0.51	-	-
Firstenergy Transmission Llc 4.35%	-	0.51	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Trust/Dow J.	14.200	+0.090	+0.64%