FTRI : First Trust Indxx Global Natural Resources Income ETF

FTRI is a Sector Equity Market Basic Materials with MODERATE fees.

FTRI

First Trust Indxx Global Natural Resources Income ETF

FI Score

23 /100

Diversification Rating

2 /10

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

23% FI Score
  • ftri
  • ETF
  • Sector Equity
  • Basic Materials

First Trust Indxx Global Natural Resources Income ETF

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a Basic Materials Sector Equity fund. See why ยป

Fund Summary

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Indxx Global Natural Resources Income Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is a free float adjusted market capitalization weighted index designed to measure the market performance of the 50 highest dividend yielding companies involved in the upstream segment of the natural resources sector. The fund is non-diversified.

Largest Holdings

Amount Holding
11.58% Rio Tinto Group
8.96% Archer-Daniels-Midland Company
7.67% Mining and Metallurgical Company NORILSK NICKEL PJSC
7.44% CNOOC Limited
6.17% UPM-Kymmene Oyj
5.70% BHP Billiton PLC ADR
4.58% Occidental Petroleum Corporation
4.41% International Paper Company
4.32% Tatneft PJSC
3.58% United Utilities Group PLC

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo