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First Trust Preferred Sec & Inc F FPEFX

Quantitative rating as of | See First Trust Investment Hub
  • NAV / 1-Day Return 20.21  /  0.18 %
  • Total Assets 251.7 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Preferred Stock
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.86%
  • Effective Duration

Morningstar’s Analysis FPEFX

Will FPEFX outperform in future?

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

Summary

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First Trust Preferred Sec & Inc F's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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