FSIGFirst Trust Limited Duration Investment Grade Corporate ETF
Delivers current income.
By First Trust · Launched 2021
Annual Cost
0.44%
#2,199 of 6,040 · average
Fund Size
$1.5B
#928 of 6,040 · large
Return (1Y)
+1.1%
Track Record
4 years
#2,506 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,128+1.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Active selection
Index tracked
Bloomberg US Corporate 1-5 Year Index
Holdings
By weightConcentration
Top 10 holdings = 9.9% of funddiversified
CROWDSTRIKE HOLDINGS INC
1.4%
MSCI INC
1.3%
FAIR ISAAC CORP
1.0%
Vulcan Materials Company
1.0%
ENERGY TRANSFER LP
1.0%
UNITED RENTALS (NORTH AMERICA) INC
1.0%
SMURFIT KAPPA TREASURY UNLTD CO
0.9%
CONSTELLATION SOFTWARE INC
0.9%
BERRY GLOBAL INC
0.8%
QUANTA SERVICES INC
0.8%
Asset allocation
Bonds
98.0%
Cash
2.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.3%Low
Year-on-year price swings
Max drawdown
-6.9%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.37Below average
Sortino (3Y)
0.53Moderate downside risk
Bond profile
Duration
4.8 years
Avg maturity
9.9 years
Credit ratings
US Government
0.3%
AAA
2.7%
AA
10.9%
A
26.3%
BBB
51.7%
BB
8.4%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Delivers current income.
- Strategy
- Invests primarily in investment grade corporate debt securities, targeting at least 80% of net assets in such securities. The Fund may also invest in debt securities of any credit quality, including high yield and unrated securities, while focusing on risk management and fundamental credit analysis.
- Inception date
- November 17, 2021
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18