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FIIGFirst Trust Intermediate Duration Investment Grade Corporate ETF

Grow my moneyGet income3y track recordRanked #505 of 1,650 in this goal

Seeks current income and long-term capital appreciation.

By First Trust Advisors L.P. · Launched 2023

Annual Cost

0.49%

#2,474 of 5,853 · average

Fund Size

$659M

#1,400 of 5,853 · large

Return (1Y)Goal

+2.4%

Track Record

3 years

#3,021 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,247+2.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Index tracked

Bloomberg US Credit Corp 5-10 Year Index

What it actually holds

By weight

Concentration

Top 10 holdings = 10.4% of fundwell diversified

ICON INVESTMENTS SIX DAC
1.4%
COOPERATIEVE RABOBANK UA
1.2%
FAIR ISAAC CORP
1.0%
SOLVENTUM CORP
1.0%
CONSTELLATION SOFTWARE INC
1.0%
SODEXO INC
1.0%
Vulcan Materials Company
1.0%
MORGAN STANLEY
0.9%
RAYMOND JAMES FINANCIAL INC
0.9%
ROPER TECHNOLOGIES INC
0.9%

Asset allocation

Bonds
98.4%
Cash
1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.7%Low

Year-on-year price swings

Max drawdown
-5.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

5.2 years

Avg maturity

9.9 years

Credit ratings

US Government
4.0%
AAA
5.6%
AA
7.3%
A
27.2%
BBB
50.8%
BB
9.0%
B
0.2%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income and long-term capital appreciation.
Strategy
Invests primarily in investment grade corporate debt securities, targeting at least 80% of net assets in such securities. The Fund employs rigorous credit analysis and portfolio construction to manage risk and achieve its investment objectives.
Inception date
August 2, 2023
Fund family
First Trust Advisors L.P.

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Data updated on 2026-08-02