FPEFX Mutual Fund

FPEFX Mutual Fund (First Trust Preferred Securities and Income Fund Class F) is managed by First Trust Portfolios (US) with $443,024.1 in net assets. FPEFX expense ratio is 1.30%, holding 225 positions across sectors including Financials, Utilities, Communication Services. Inception date: 2011-03-02.

FPEFX performance shows a YTD return of 0.34%. The 1-year return is 5.00% and the 5-year return is 2.31%. FPEFX dividend yield stands at 5.37%, paid monthly.

FPEFX 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 FPEFX holdings, FPEFX sectors, or FPEFX dividends.

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