ESBGFirst Trust Enhanced Stocks, Bonds & Gold ETF

DiversifierNewRanked #117 of 240 in this goal

Seeks long-term total return.

By First Trust · Launched 2025

Annual Cost

0.01%

#120 of 5,562 · low cost

Fund Size

$2M

#5,312 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

7 months

#5,002 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,709+7.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 5 holdings = 79.7% of fundconcentrated

US TREASURY N/B

44.2%

Dreyfus Government Cash Management

32.3%

COMMODITY EXCHANGE, INC.MGCG6

3.4%

BOARD OF TRADE OF THE CITY OF CHICAGO, INC.FVH6

-0.1%

CHICAGO MERCANTILE EXCHANGE INC.HWAH6

-0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-18.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term total return.
Strategy: Actively managed fund investing primarily in U.S. Treasuries, cash equivalents, and futures for S&P 500, U.S. Treasuries, and gold. Aims for approximately 210% notional exposure, rebalancing monthly across these asset classes.
Inception date: November 19, 2025
Fund family: First Trust