FPEFX Mutual Fund
FPEFX Mutual Fund
FPEFX Mutual Fund
First Trust Preferred Securities and Income Fund Class F
FPEFX Mutual Fund Overview
FPEFX Mutual Fund (First Trust Preferred Securities and Income Fund Class F) is managed by First Trust Portfolios (US) with $269,795.8 in net assets. FPEFX expense ratio is 1.30%, holding 10 positions across sectors including Financials. Inception date: 2011-03-02.
FPEFX performance shows a YTD return of -2.22%. The 1-year return is -0.26% and the 5-year return is 1.61%. FPEFX dividend yield stands at 5.60%, paid monthly.
FPEFX 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 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.