FPERX Mutual Fund
NAV$19.67
AUM$812,699.28
TER1.65%
Holdings225
FPERX Mutual Fund
NAV$19.67
First Trust Preferred Securities and Income Fund Class R3
AUM$812,699.28
TER1.65%
Holdings225
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FPERX Mutual Fund Sector Allocation
FPERX sector allocation breaks down across Financials (53.2%), Other (14.8%), Utilities (11.4%), Communication Services (3.8%), Consumer Staples (3.3%). 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 53.2%, the fund has significant sector concentration.
FPERX geographic allocation shows country exposure. FPERX overlap calculator reveals how sector exposure compares with other funds.