FPERX Mutual Fund

NAV$19.74

AUM$806,607.69

TER1.65%

Holdings225

FPERX Mutual Fund

NAV$19.74

First Trust Preferred Securities and Income Fund Class R3

AUM$806,607.69

TER1.65%

Holdings225

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Holdings Overlap Analysis

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

FPERX Mutual Fund Overlap Analysis

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

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

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