Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
First Trust TCW Opportunistic Fixed Income ETF (FIXD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: FIXD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 5.17% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 749039 | Beta 1.13 | 52 Weeks Range 39.00 - 45.83 | Updated Date 04/2/2025 |
52 Weeks Range 39.00 - 45.83 | Updated Date 04/2/2025 |
Upturn AI SWOT
First Trust TCW Opportunistic Fixed Income ETF
ETF Overview
Overview
The First Trust TCW Opportunistic Fixed Income ETF (FIXD) is an actively managed ETF that seeks to maximize total return by investing in a diversified portfolio of fixed income securities across various sectors and credit qualities.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for innovation and a strong track record in managing various investment strategies.
Management Expertise
TCW Investment Management is the sub-advisor for FIXD, bringing extensive experience in fixed income investing and active portfolio management.
Investment Objective
Goal
Seeks to maximize total return by investing in a diversified portfolio of fixed income securities.
Investment Approach and Strategy
Strategy: FIXD is actively managed and does not track a specific index. The portfolio managers have the flexibility to invest across the entire fixed income universe to identify attractive opportunities.
Composition The ETF holds a diversified portfolio of fixed income securities, including government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities, across varying maturities and credit ratings.
Market Position
Market Share: Insufficient data available to calculate an exact market share.
Total Net Assets (AUM): 507200000
Competitors
Key Competitors
- AGGY
- BND
- AGG
- LQD
Competitive Landscape
The fixed income ETF market is highly competitive, with many well-established funds. FIXD differentiates itself through its active management and opportunistic approach, allowing it to potentially outperform passive benchmarks. However, this also introduces active management risk. FIXD offers potential for higher returns but might also come with higher risk compared to passive strategies such as AGG and BND.
Financial Performance
Historical Performance: Historical performance data unavailable in structured format.
Benchmark Comparison: Benchmark comparison unavailable in structured format.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The ETF's average trading volume indicates adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is relatively tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth influence the performance of FIXD's underlying fixed income securities.
Growth Trajectory
The ETF's growth trajectory depends on the performance of its active management strategy and the overall outlook for fixed income markets; the ETFu2019s focus has remained on opportunistic investments to generate maximum return.
Moat and Competitive Advantages
Competitive Edge
FIXD's competitive edge lies in its active management, allowing it to adapt to changing market conditions and capitalize on investment opportunities. The experienced management team at TCW brings expertise in fixed income investing. The ETF's opportunistic approach differentiates it from passive fixed income ETFs and creates the potential for higher returns. The fund aims to provide diversification within the fixed income asset class.
Risk Analysis
Volatility
Historical volatility data is unavailable in a structured format.
Market Risk
FIXD is subject to market risk, including interest rate risk, credit risk, and liquidity risk, which can impact the value of its underlying fixed income securities.
Investor Profile
Ideal Investor Profile
FIXD is suitable for investors seeking income and total return from a diversified fixed income portfolio with the potential for outperformance through active management.
Market Risk
The ETF is suitable for both long-term investors seeking income and active traders looking to capitalize on short-term market opportunities.
Summary
The First Trust TCW Opportunistic Fixed Income ETF (FIXD) is an actively managed fixed income ETF that seeks to maximize total return. The ETF invests in a diversified portfolio of fixed income securities across various sectors and credit qualities. FIXD is suitable for investors seeking a balance between income and capital appreciation. Its active management and opportunistic approach differentiate it from passive fixed income ETFs and it can offer the potential for higher returns, and possibly higher risk compared to passive strategies.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
MUB
iShares National Muni Bond ETF
MUB
iShares National Muni Bond ETF
TIP
iShares TIPS Bond ETF
TIP
iShares TIPS Bond ETF
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust TCW Opportunistic Fixed Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund pursues its objective by investing at least 80% of its net assets (including investment borrowings) in fixed income securities. It may invest up to 35% of its net assets in corporate, non-U.S. and non-agency debt and other securities rated below investment grade by one or more nationally recognized statistical rating organization (NRSRO), or, if unrated, judged to be of comparable quality by the Sub-Advisor.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.