FTPCX Mutual Fund

FTPCX Mutual Fund (FIRST TRUST PRIVATE CREDIT FUND Series I) is managed by First Trust Portfolios (US) with $427.2M in net assets. FTPCX expense ratio is 2.33%, holding 323 positions across sectors including Financials, Information Technology. Inception date: 2022-05-06.

FTPCX performance shows a YTD return of 4.68%. The 1-year return is 5.33%. FTPCX dividend yield stands at 8.77%, paid monthly.

FTPCX top holdings include Umb Money Market Ii Special (10.3%), Audax Private Credit Fund Lp (3.0%), Gregory Spv Srl Var Rt12/30/2045 / 10.136 12/30/2045 (2.1%), Dsc Meridian Lp / (2.0%), Linden Investors Lp (1.9%). Go to all FTPCX holdings, FTPCX sectors, or FTPCX dividends.

FTPCX can be compared against other funds. Use FTPCX overlap to find shared positions, or FTPCX vs another fund for a side-by-side view. FTPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.