FPERX Mutual Fund
FPERX Mutual Fund
NAV$19.64
AUM$812,700.64
TER1.65%
Holdings225
See how much of FPERX you already own
FPERX Mutual Fund
NAV$19.64
First Trust Preferred Securities and Income Fund Class R3
AUM$812,700.64
TER1.65%
Holdings225
See how much of FPERX you already own
FPERX Mutual Fund Sector Allocation
FPERX sector allocation breaks down across Financials (51.2%), Utilities (11.1%), 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.
FPERX sector exposure is important for understanding concentration risk. With Financials at 51.2%, the fund has significant sector concentration.
FPERX by country shows geographic exposure. FPERX overlap reveals how sector exposure compares with other funds.