First Trust US IPO Index Fund (FPX)

At A Glance

You hold FPX in 0 portfolios

Price

49.60USD

 0.57 +1.17%

11:03am EST

Category
US Diversified Equity
YTD Return (Cumulative)
 9.28%
Classification
Multi-Cap Growth
3 Year Return (Annualized)
 29.38%
52 Week High
$50.81
52 Week Low
$42.97
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since March, 2006 »

 FPX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Open$49.65
Previous Close$49.03
Today's Range$49.92 - $49.60
Total Assets$536.9M
Inception Date04/12/2006
Dividend Yield0.74%

Expenses

Total Expense Ratio$0.60
First Trust Advisors LP
120 East Liberty Drive
Wheaton, IL 60187

Investment Strategy

The Fund seeks investment results that correspond generally to the price and yield of an equity index called the IPOX-100 U.S. Index. The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is comprised of IPO's.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
468
Consistent Return
 
466
Capital Preservation
 
10945
Low Expense
 
195
Tax Efficiency (U.S. only)
 
468

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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