FPEFX Mutual Fund

NAV$20.08

AUM$454,765.42

TER1.30%

Holdings225

FPEFX Mutual Fund

NAV$20.08

First Trust Preferred Securities and Income Fund Class F

AUM$454,765.42

TER1.30%

Holdings225

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Holdings Overlap Analysis

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

FPEFX Mutual Fund Overlap Analysis

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

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

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