FPEFX Mutual Fund

NAV$20.04

AUM$443,024.1

TER1.30%

Holdings225

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FPEFX Mutual Fund

NAV$20.04

First Trust Preferred Securities and Income Fund Class F

AUM$443,024.1

TER1.30%

Holdings225

See how much of FPEFX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

FPEFX Mutual Fund Overlap Analysis

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

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

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