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FIIGFirst Trust Intermediate Duration Investment Grade Corporate ETF

Grow my moneyGet income3y track recordRanked #542 of 1,706 in this goal

Seeks current income and long-term capital appreciation.

By First Trust Advisors L.P. · Launched 2023

Annual Cost

0.49%

#2,575 of 6,040 · average

Fund Size

$641M

#1,468 of 6,040 · large

Return (1Y)

-1.1%

Track Record

3 years

#3,035 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,903-1.0%

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

Holdings

By weight

Concentration

Top 10 holdings = 10.4% of funddiversified

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
99.1%
Cash
0.9%

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)
0.25Below average
Sortino (3Y)
0.36Moderate downside risk

Bond profile

Duration

5.3 years

Avg maturity

9.6 years

Credit ratings

US Government
3.2%
AAA
6.1%
AA
6.9%
A
27.3%
BBB
52.0%
BB
7.7%

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.

Next steps

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Data updated on 2026-09-18