FPECX Mutual Fund

NAV$20.02

AUM$16M

TER2.15%

Holdings225

FPECX Mutual Fund

NAV$20.02

First Trust Preferred Securities and Income Fund Class C

AUM$16M

TER2.15%

Holdings225

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FPECX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FPECX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FPECX Mutual Fund Overlap Analysis

FPECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FPECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 225 holdings, FPECX may share significant positions with broad-market funds.

FPECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPECX tax-loss harvesting finds highly correlated but non-identical funds.