FPEAX Mutual Fund

FPEAX Mutual Fund (First Trust Preferred Securities and Income Fund Class A) is managed by First Trust Portfolios (US) with $38.3M in net assets. FPEAX expense ratio is 1.40%, holding 225 positions across sectors including Financials, Utilities, Communication Services. Inception date: 2011-02-25.

FPEAX performance shows a YTD return of 0.39%. The 1-year return is 5.02% and the 5-year return is 2.32%. FPEAX dividend yield stands at 5.35%, paid monthly.

FPEAX top holdings include Bank Of America Corp (2.7%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (2.2%), Barclays Plc 8 12/71 (2.0%), Credit Agricole Sa 7.13% Sep 23/35 (1.5%), Land O'Lakes Inc 8% /perp (1.4%). 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.