UCONFirst Trust Smith Unconstrained Plus Bond ETF
Seeks to maximize long-term total return.
By First Trust · Launched 2018
Annual Cost
0.86%
#4,776 of 6,040 · expensive
Fund Size
$3.3B
#593 of 6,040 · large
Return (1Y)
+1.2%
Track Record
8 years
#1,732 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,126+1.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 26.4% of funddiversified
US TREASURY N/B
5.2%
US TREASURY N/B
3.7%
Freddie Mac
3.1%
US TREASURY N/B
2.9%
US TREASURY N/B
2.3%
TSY INFL IX N/B
2.1%
US TREASURY N/B
1.9%
US TREASURY N/B
1.8%
US TREASURY N/B
1.8%
US TREASURY N/B
1.7%
Asset allocation
Bonds
95.5%
Preferred
3.6%
Cash
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.1%Low
Year-on-year price swings
Max drawdown
-15.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.38Below average
Sortino (3Y)
0.54Moderate downside risk
Bond profile
Duration
5.2 years
Avg maturity
9.7 years
Credit ratings
US Government
22.4%
AAA
30.4%
AA
1.5%
A
8.6%
BBB
25.9%
BB
24.9%
B
8.3%
Below B
0.4%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to maximize long-term total return.
- Strategy
- Invests at least 80% of net assets in fixed income securities in an unconstrained manner, including high yield and emerging market securities. Aims to maximize long-term total return through active management and adaptability to market cycles.
- Inception date
- June 4, 2018
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save UCON to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18