First Trust Energy Financials
FENDelisted Fund | USD 14.09 0.02 0.14% |
First |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
First Trust Fund Summary
First Trust competes with Eagle Point, European Equity, John Hancock, First Trust, and Franklin Templeton. First Trust Energy Income and Growth Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. First Trust Energy Income and Growth Fund was formed on March 25, 2004 and is domiciled in the United States. Energy Income operates under Asset Management classification in the United States and is traded on NYSEMKT Exchange.Instrument | USA Fund View All |
Exchange | NYSE MKT Exchange |
ISIN | US33738G1040 |
Business Address | 120 East Liberty |
Fund Family | Carillon Family of Funds |
Fund Category | Asset Management |
Benchmark | Dow Jones Industrial |
Website | www.ftportfolios.com/retail/cef/cefsummary.aspx?ticker=fen |
Phone | 630 765 8000 |
Currency | USD - US Dollar |
First Trust Key Financial Ratios
First Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining First Trust's current stock value. Our valuation model uses many indicators to compare First Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across First Trust competition to find correlations between indicators driving First Trust's intrinsic value. More Info.First Trust Energy is rated below average in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.24 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for First Trust Energy is roughly 4.20 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the First Trust's earnings, one of the primary drivers of an investment's value.First Trust Market Pulse
Quote | 14.09 |
Change(%) | 0.14 |
Change | 0.02 |
Open | 14.11 |
Low | 14.09 |
High | 14.22 |
Volume | 0 |
Exchange | NYSE MKT |
First Trust November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of First Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of First Trust Energy. We use our internally-developed statistical techniques to arrive at the intrinsic value of First Trust Energy based on widely used predictive technical indicators. In general, we focus on analyzing First Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build First Trust's daily price indicators and compare them against related drivers.
Downside Deviation | 1.18 | |||
Information Ratio | 0.037 | |||
Maximum Drawdown | 8.06 | |||
Value At Risk | (1.58) | |||
Potential Upside | 2.42 |
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Other Consideration for investing in First Fund
If you are still planning to invest in First Trust Energy check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the First Trust's history and understand the potential risks before investing.
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |