LMBS : First Trust Low Duration Opportunities ETF

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

LMBS

First Trust Low Duration Opportunities ETF

FI Score

61 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

61% FI Score
  • lmbs
  • ETF
  • Bond
  • High Yield Bond

First Trust Low Duration Opportunities ETF

Expenses: 0.67% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to generate current income with a secondary objective of capital appreciation. Under normal market conditions, the fund will seek to achieve its investment objectives by investing at least 60% of its net assets (including investment borrowings) in mortgage-related debt securities and other mortgage-related instruments (collectively, Mortgage-Related Investments). The advisor normally expects to invest in Mortgage-Related Investments tied to residential and commercial mortgages. It is non-diversified.

Largest Holdings

Amount Holding
16.90% 5 Year Treasury Note Future Sept 20
9.28% Federal National Mortgage Association 2.5%
6.95% 10 Year Treasury Note Future Sept 20
4.98% Federal National Mortgage Association 2%
4.73% US Treasury Bond Future Sept 20
3.66% Ultra 10 Year US Treasury Note Future Sept 20
3.59% Federal National Mortgage Association 3%
3.04% Fnma Pass-Thru I 2.5%
3.03% Federal National Mortgage Association 4%
2.77% Fnma Pass-Thru I 4.5%

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