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

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See the full sector breakdown of FPEIX

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

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

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

Industry BreakdownPRO

Top 15 industries by allocation

FPEIX Mutual Fund Sector Allocation

FPEIX 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.

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

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