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FPERX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

First Trust Preferred Sec & Inc R3 (FPERX) Ownership - Who owns First Trust Preferred Sec & Inc R3?

The investment seeks to provide current income and total return... Show more

Category: #Retirement Income

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

FPERX

Net Assets

206M

Fund Existence

over 14 years

Turnover

43.00

Total Expense Ratio

1.66

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Preferred Stock

Administrative Fee

N/A

Annual Report Gross Expense Ratio

5.15

Assets in Top Ten Holdings

41.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

700K

Fund Type

OpenEnd

Index Fund

Management Fee

0.80

Modified Duration

N/A

No Load Fund

Number of Long Holdings

200.00

Number of Net Holdings

201.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

16.42%

Gain YTD

0.711

Annual Yield % from dividends

4.80

Returns for 1 year

6.78

Returns for 3 years

12.23

Returns for 5 years

20.70

Returns for 10 years

48.31

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Category RetirementIncome

Profile

Fundamentals

Details