FGB : First Trust Special Finance and Financial Opportunities Fund

FGB is a Sector Equity Market Financial Services with HIGH fees.

FGB

First Trust Special Finance and Financial Opportunities Fund

FI Score

38 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

38% FI Score
  • fgb
  • Mutual Fund
  • Sector Equity
  • Financial Services

First Trust Special Finance and Financial Opportunities Fund

Expenses: 2.56% (Better than 0% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

Largest Holdings

Amount Holding
10.40% Ares Capital Corp
7.71% Hercules Capital Inc
7.37% New Mountain Finance Corp
7.27% BlackRock TCP Capital Corp
7.14% Golub Capital BDC Inc Class B
6.03% Annaly Capital Management Inc
5.91% Barings BDC Inc
5.88% Two Harbors Investment Corp
5.81% Triplepoint Venture Growth Bdc
5.51% Solar Capital Ltd
5.07% Apollo Investment Corp
4.32% TPG Specialty Lending Inc
4.32% Pennant Park Investment Corp
3.36% Stellus Capital Investment Corp
2.91% OFS Capital Corp
2.09% Goldman Sachs BDC Inc
1.81% Main Street Capital Corp
1.39% BlackRock Capital Investment Corp
1.10% Crescent Capital BDC Inc Ordinary Shares
0.89% Investcorp Credit Management BDC Inc
0.77% Medley Capital Corp
0.77% Capstead Mortgage Corp
0.71% Portman Ridge Finance Corp
0.37% Capital Southwest Corp
0.28% Bain Capital Specialty Finance Inc

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