FPEIX Mutual Fund Analysis & Holdings | MarketXLS

FPEIX Mutual Fund

NAV$20.10

AUM$143M

TER1.06%

Holdings225

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FPEIX Mutual Fund

NAV$20.10

First Trust Preferred Securities and Income Fund Class I

AUM$143M

TER1.06%

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

Holdings Overlap Analysis

Compare FPEIX 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 FPEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FPEIX Mutual Fund Overlap Analysis

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

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

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