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First Trust Preferred Sec & Inc I FPEIX

Quantitative rating as of | See First Trust Investment Hub
  • NAV / 1-Day Return 20.14  /  0.15 %
  • Total Assets 252.8 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.030%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Preferred Stock
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 5.03%
  • Effective Duration

Morningstar’s Analysis FPEIX

Will FPEIX 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 I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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