FPECX Mutual Fund

FPECX Mutual Fund (First Trust Preferred Securities and Income Fund Class C) is managed by First Trust Portfolios (US) with $15.6M in net assets. FPECX expense ratio is 2.15%, holding 225 positions across sectors including Financials, Utilities, Communication Services. Inception date: 2011-02-25.

FPECX performance shows a YTD return of 0.09%. The 1-year return is 4.25% and the 5-year return is 1.54%. FPECX dividend yield stands at 4.54%, paid monthly.

FPECX 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 FPECX holdings, FPECX sectors, or FPECX dividends.

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