FPEFX Mutual Fund (First Trust Preferred Securities and Income Fund Class F) is managed by First Trust Portfolios (US) with $454,765.42 in net assets. FPEFX expense ratio is 1.30%, holding 225 positions across sectors including Financials, Other, Utilities. Inception date: 2011-03-02.

FPEFX performance shows a YTD return of -2.81%. The 1-year return is 6.68% and the 5-year return is 2.45%. FPEFX dividend yield stands at 5.35%, paid monthly.

FPEFX 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 FPEFX holdings, sector breakdown, or dividend history.

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