| 22.78 Net Asset Value | +0.13% 1 Day | +2.84% Year-to-Date | Overall Morningstar Rating |
| Long-term bond Style or Category | 4.5 Sales Expenses | 1.83% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +1.18% | 3 years | -- | |
| 3 months | +3.27% | 5 years | -- | |
| 1 year | +14.92% | Since inception | +11.47% |
| FPEAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.89% |
| Expense ratio | 1.83% | 0.98% |
| Risk 5 year sharpe ratio | -- | 0.90 |
| Net assets | $253.2M | $1.3B |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 60% | 60% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | First Trust |
| Fund manager & tenure | Scott Fleming / 2 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $750.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Wachovia Cap Tr Iii FRN | 2.57% |
| SCEPRF Sce Tr I Pfd | 1.99% |
| DUKH Duke Engy Corp New Pfd | 1.74% |
| DTQ Dte Engy Pfd | 1.61% |
| -- Jpmorgan Chase FRN | 1.48% |
| PNCPRP Pnc Finl Svcs Grp Pfd | 1.48% |
| -- Endurance Specialty Hldg Pfd Preferred | 1.47% |
| ISF Ing Groep N V Pfd | 1.45% |
| KIMPRK Kimco Rlty Pfd | 1.41% |
| NEEPRH Nextera Engy Cap Hldgs Pfd | 1.28% |
.
