FPEAX Mutual Fund
FPEAX Mutual Fund
First Trust Preferred Securities and Income Fund Class A

FPEAX Mutual Fund Overview
FPEAX Mutual Fund (First Trust Preferred Securities and Income Fund Class A) is managed by First Trust Portfolios (US) with $39.0M in net assets. FPEAX expense ratio is 1.40%, holding 225 positions across sectors including Financials, Other, Utilities. Inception date: 2011-02-25.
FPEAX performance shows a YTD return of 0.05%. The 1-year return is 6.21% and the 5-year return is 2.37%. FPEAX dividend yield stands at 5.32%, paid monthly.
FPEAX 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 FPEAX holdings, sector breakdown, or dividend history.
FPEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FPEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.