FPERX Mutual Fund (First Trust Preferred Securities and Income Fund Class R3) is managed by First Trust Portfolios (US) with $812,699.28 in net assets. FPERX expense ratio is 1.65%, holding 225 positions across sectors including Financials, Other, Utilities. Inception date: 2011-03-02.

FPERX performance shows a YTD return of -2.82%. The 1-year return is 6.00% and the 5-year return is 2.04%. FPERX dividend yield stands at 5.10%, paid monthly.

FPERX top holdings include Bank Of America Corp (2.7%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (2.2%), Barclays Plc 8 12/71 (2.0%), Credit Agricole Sa 7.13% Sep 23/35 (1.5%), Land O'Lakes Inc 8% /perp (1.4%). View all FPERX holdings, sector breakdown, or dividend history.

FPERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FPERX alternatives are available via the screener, along with tax-loss harvesting opportunities.