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First Trust/confluence Small Cap Value Fund Class C (FOVCX)

US Funds

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25.870 +0.420 +1.65%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 257.23K

Type: Fund

Market: United States

Issuer: First Trust

Asset Class: Equity

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FOVCX Overview

Find basic information about the First Trust/confluence Small Cap Value Fund Class C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FOVCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change15.42%

Prev. Close25.45

Risk Rating

TTM Yield0%

ROE12.44%

IssuerFirst Trust

Turnover12%

ROA5.81%

Inception DateMar 02, 2011

Total Assets257.23K

Expenses2.35%

Min. Investment2,500

Market Cap2.09B

CategorySmall Blend

What is your sentiment on First Trust/Confluence Small Cap Value Fund Class ?

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First Trust/confluence Small Cap Value Fund Class C Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1045	925	1186	929	1095	1568
Fund Return	4.49%	-7.49%	18.63%	-2.43%	1.84%	4.6%
Place in category	540	604	582	550	539	378
% in Category	90	100	97	97	99	98

Top Equity Funds by First Trust

Name	Total Assets	YTD%	3Y%	10Y%
First Trust/Dow Jones DividendIncom	895.14M	6.86	1.89	6.39
First Trust Preferred Sec & Inc I	147.15M	10.93	1.21	4.91
First Trust/Confluence Small Cap Vi	20.4M	5.38	-2.19	5.39
First Trust/Confluence Small Cap Va	2.02M	5.15	-1.80	5.37

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.85B	11.56	2.46	9.08
Fidelity Small Cap Index Instl Pre	26.87B	9.65	0.09	8.08
Vanguard Small Cap Index I	22.74B	11.56	2.47	9.09
DFA US Small Cap I	17.71B	9.31	4.54	8.85
Vanguard Small Cap Index InstlPlus	11.6B	11.58	2.48	9.10

Top Holdings

Name	ISIN	Weight %	Last	Change %
Spectrum Brands	US84790A1051	5.05	90.45	+0.21%
Brown&Brown	US1152361010	4.75	112.05	+1.17%
Hayward Holdings	US4212981009	4.13	16.06	+0.44%
Kadant	US48282T1043	3.98	419.01	+2.59%
Baldwin Insurance	US05589G1022	3.97	47.83	+2.27%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Trust/Confl.	25.870	+0.420	+1.65%
	Mercer Global Sma.	143.250	+1.890	+1.34%