FTSL : First Trust Senior Loan Fund

FTSL is a Bond Market High Yield Bond with MODERATE fees.

FTSL

First Trust Senior Loan Fund

FI Score

45 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

45% FI Score
  • ftsl
  • ETF
  • Bond
  • High Yield Bond

First Trust Senior Loan Fund

Expenses: 0.86% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide high current income; the fund's secondary investment objective is the preservation of capital. Under normal market conditions, the fund seeks to outperform each of the primary index and secondary index by investing at least 80% of its net assets in first lien senior floating rate bank loans. The S&P/LSTA U.S. Leveraged Loan 100 Index (the primary index) is a market value-weighted index designed to measure the performance of the largest segment of the U.S. syndicated leveraged loan market. The Markit iBoxx USD Liquid Leveraged Loan Index (the secondary index) selects the 100 most liquid Senior Loans in the market.

Largest Holdings

Amount Holding
2.66% Hub International Ltd Hbgcn Tl 04/25/25
2.63% Valeant Pharma Vrxcn Tl 06/02/25
2.32% Alliant Holdings Inter Aliant Tl 05/09/25
2.18% Mph Acquisition Hldgs Mltpln Tl 06/07/23
2.02% Amwins Group Llc Amwins 01/25/24
1.83% Caesars Resort Collectio 12/23/24
1.73% Front Range Bidco Inc Zayo Tl 02/28/27
1.67% Ma Financeco Llc Seaspi 06/21/24
1.64% Mcafee Llc Mcafee Tl 09/30/24
1.62% Endo Luxembourg Finance Endp 04/29/24

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