FTCBFirst Trust Core Investment Grade ETF

Grow my money Get income2y track recordRanked #464 of 1,650 in this goal

Seeks to maximize long-term total return.

By First Trust · Launched 2023

Annual Cost

0.56%

#2,984 of 5,861 · average

Fund Size

$2.5B

#663 of 5,861 · large

Return (1Y)Goal

+3.5%

Track Record

2 years

#3,204 of 5,861 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,332+3.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 10.4% of fund✓ well diversified

UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT

1.7%

FEDERAL NATIONAL MORTGAGE ASSOCIATION

1.4%

FEDERAL NATIONAL MORTGAGE ASSOCIATION

1.2%

UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT

1.2%

MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS

1.1%

UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT

0.9%

GOVERNMENT NATIONAL MORTGAGE ASSOCIATION

0.8%

UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT

0.8%

UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT

0.7%

FEDERAL NATIONAL MORTGAGE ASSOCIATION

0.7%

Asset allocation

Bonds

98.8%

Cash

1.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

4.1%Low

Year-on-year price swings

Max drawdown

-5.0%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

4.4 years

Avg maturity

9.1 years

Credit ratings

US Government

31.4%

AAA

73.5%

AA

3.1%

A

5.8%

BBB

17.6%

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to maximize long-term total return.
Strategy: Invests 100% in investment grade securities, including U.S. government bonds, corporate bonds, and asset-backed securities. The investment advisor employs a relative value approach to optimize risk-adjusted returns, utilizing derivatives for risk management and maintaining a portfolio duration aligned with the Bloomberg U.S. Aggregate Bond Index.
Inception date: November 7, 2023
Fund family: First Trust

Similar funds

Same asset class, closest by strategy & exposure

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

TER 0.44%3Y +5.0%$1.6B

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

TER 0.49%3Y N/A$659M

HISF

First Trust High Income Strategic Focus ETF

TER 0.83%3Y +4.6%$97M

What's next?

You've looked at FTCB. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

See other funds for this goal

Data updated on 2026-08-04