7.61 0.46 6.41%
03/17/2023 12:00 AM NAV

NAV

7.1471
Nav
03/15/2023
Last Update

Ratings

n/a
Morningstar Rating
Sustainability Rating

Key Data

First Trust Portfolios L.P.
Issuer
USD
Currency
06/10/2022
Inception
Yes
Distributing
Technology
Type
United States
Applied In
US30327G5036
ISIN
Symbol

Asset Allocation Top Instruments

Asset Allocation Top Sectors

Asset Allocation Top Countries

Asset Allocation Top Holdings

Performance

Name %
Performance Current Year 9.71
Performance since Inception -1.84
High 1 Year 10.69
Name %
High 1 Year 10.69
Low 1 Year 8.15
Performance Current Year 9.71
Performance since Inception -1.84
Trailing Performance 1 Month -4.66
Trailing Performance 1 Week -1.61
Trailing Performance 3 Months 7.16
Trailing Performance 6 Months 5.41
Trailing Return 1 Month -0.62
Trailing Return 2 Months 8.95
Trailing Return 3 Months 0.82
Trailing Return 6 Months 0.00
Trailing Return Since Inception -2.52
Trailing Return YTD - Year to Date 8.95

Sustainability Rating

Morningstar Sustainability Rating
High
Rating vs. Category
Equity
Category

Investment Policy

The Trust seeks above-average capital appreciation. Under normal circumstances, the Trust will invest at least 80% of its assets in common stocks of digital innovation companies. Digital innovation companies are those which derive at least 50% of their revenues from, or dedicate at least 50% of their assets to: investing in digital assets; facilitating the processing of electronic transactions for digital assets, securities and fiat currencies; manufacturing semiconductors necessary

Terms

Initial minimum savings amount 1,000.00
Savings Plan No
Distribution Distributing

funds category comparison

Name 1y Perf.
IVZ Digital Gaming 2020-3 CA 14.39

Investment Trust

Name First Trust Portfolios L.P.
Address First Trust Portfolios L.P.
Zip Code 60187
City Wheaton
Country United States
Phone +1 8006211675
Fax
E-mail
Website