Morningstar

First Trust Institutional Preferred Securities and Income ETF FPEI ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FPEI

Will FPEI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FPEI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FPEI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FPEI’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid, institutional-oriented option for preferred exposure.

Director Alec Lucas

Alec Lucas

Director

Summary

First Trust Institutional Preferred Securities and Income’s capable team and thoughtful approach make it a solid option within the preferred stock Morningstar Category.

by Alec Lucas
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