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

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23.870 -0.350    -1.45%
14/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 215.97K
Type:  Fund
Market:  United States
Issuer:  First Trust
Asset Class:  Equity
First Trust/Confluence Small Cap Value Fund Class 23.870 -0.350 -1.45%

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 Change2.89%
Prev. Close24.22
Risk Rating
TTM Yield0%
ROE12.44%
IssuerFirst Trust
Turnover21%
ROA5.81%
Inception DateMar 02, 2011
Total Assets215.97K
Expenses2.35%
Min. Investment2,500
Market Cap2.09B
CategorySmall Blend
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First Trust/confluence Small Cap Value Fund Class C Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1049 1013 1142 927 1199 1662
Fund Return 4.91% 1.28% 14.22% -2.49% 3.7% 5.21%
Place in category 202 386 557 540 537 370
% in Category 33 66 92 94 99 96

Top Equity Funds by First Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Trust/Dow Jones DividendIncom 871.92M 1.59 0.77 6.23
  First Trust Preferred Sec & Inc I 149.54M 5.03 0.13 4.57
  First Trust/Confluence Small Cap Vi 20.18M 5.35 -2.24 6.00
  First Trust/Confluence Small Cap Va 1.86M 5.25 -1.85 5.98

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 53.3B 4.46 1.44 8.76
  Fidelity Small Cap Index Instl Pre 25.92B 2.72 -1.56 7.81
  Vanguard Small Cap Index I 21.49B 4.47 1.45 8.77
  DFA US Small Cap I 15.08B 3.79 3.61 8.65
  Vanguard Small Cap Index InstlPlus 10.64B 4.47 1.46 8.78

Top Holdings

Name ISIN Weight % Last Change %
  Spectrum Brands US84790A1051 5.05 89.99 -0.25%
  Brown&Brown US1152361010 4.75 90.08 -0.49%
  Hayward Holdings US4212981009 4.13 13.18 -1.13%
  Kadant US48282T1043 3.98 281.34 -1.98%
  Baldwin Insurance US05589G1022 3.97 32.66 0.00%

Technical Summary

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