FPEAX Mutual Fund
FPEAX Mutual Fund
FPEAX Mutual Fund
First Trust Preferred Securities and Income Fund Class A
FPEAX Mutual Fund Overview
FPEAX Mutual Fund (First Trust Preferred Securities and Income Fund Class A) is managed by First Trust Portfolios (US) with $38.7M in net assets. FPEAX expense ratio is 1.40%, holding 10 positions across sectors including Financials. Inception date: 2011-02-25.
FPEAX performance shows a YTD return of -2.69%. The 1-year return is -2.08% and the 5-year return is 1.48%. FPEAX dividend yield stands at 5.57%, paid monthly.
FPEAX top holdings include Wells Fargo & Co. (13.2%), Barclays Plc 8.00 (13.2%), Bank of America Corp.: Financials (12.8%), LAND O LAKES INC 8.00 (10.0%), Credit Agricole S.A. 7.13 (9.8%). Go to all FPEAX holdings, FPEAX sectors, or FPEAX dividends.
FPEAX can be compared against other funds. Use FPEAX overlap to find shared positions, or FPEAX vs another fund for a side-by-side view. FPEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.