FPEFX Mutual Fund

NAV$20.13

AUM$480,998.68

TER1.30%

Holdings225

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FPEFX Mutual Fund

NAV$20.13

First Trust Preferred Securities and Income Fund Class F

AUM$480,998.68

TER1.30%

Holdings225

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

FundXLS Pro

See the full sector breakdown of FPEFX

Sector concentration, industry allocation and the exact weight of every sector.

X-ray my whole portfolio$45/quarter Pro · Cancel anytime

From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

PRO

concentration risk

Largest Sector

PRO

Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

FPEFX Mutual Fund Sector Allocation

FPEFX sector allocation breaks down across Financials (52.4%), Utilities (11.4%), Communication Services (3.8%), Consumer Staples (3.3%), Energy (1.9%). Across 225 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

FPEFX sector exposure is important for understanding concentration risk. With Financials at 52.4%, the fund has significant sector concentration.

FPEFX geographic allocation shows country exposure. FPEFX overlap calculator reveals how sector exposure compares with other funds.