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FPERX
Mutual Fund ticker: NASDAQ
AS OF
Sep 12 closing price
Price
$20.13
Change
+$0.02 (+0.10%)
Net Assets
213.15M

FPERX First Trust Preferred Sec & Inc R3 Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Industry description

The investment seeks to provide current income and total return. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (including investment borrowings) in preferred securities and other securities with similar economic characteristics.
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A.I. Advisor
published General Information

General Information

Category RetirementIncome

Profile
Fundamentals
Details
Category
Preferred Stock
Address
First Trust Series Fund120 East Liberty DriveWheaton
Phone
N/A
Web
www.ftportfolios.com
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FPERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FPERX has been closely correlated with CPXCX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if FPERX jumps, then CPXCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FPERX
1D Price
Change %
FPERX100%
+0.10%
CPXCX - FPERX
87%
Closely correlated
+0.16%
CPXAX - FPERX
84%
Closely correlated
+0.08%
CPXIX - FPERX
84%
Closely correlated
+0.08%
CPXFX - FPERX
24%
Poorly correlated
+0.16%
CPRRX - FPERX
23%
Poorly correlated
+0.16%
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