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

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21.090 +0.250    +1.20%
08/08 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 201.91K
Type:  Fund
Market:  United States
Issuer:  First Trust
Asset Class:  Equity
First Trust/Confluence Small Cap Value Fund Class 21.090 +0.250 +1.20%

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.
Technical Chart
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Rating
1-Year Change - 13.74%
Prev. Close20.84
Risk Rating
TTM Yield0%
ROE8.27%
IssuerFirst Trust
Turnover17%
ROA3.86%
Inception DateMar 02, 2011
Total Assets201.91K
Expenses2.35%
Min. Investment2,500
Market Cap2.37B
CategorySmall Blend
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Performance

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1028 1010 1090 970 1065 1624
Fund Return 2.76% 1.04% 9.02% -1% 1.26% 4.97%
Place in category 423 614 597 582 561 402
% in Category 63 97 97 99 100 99

Top Equity Funds by First Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Trust/Dow Jones DividendIncom 819.55M 2.92 5.63 6.17
  First Trust Preferred Sec & Inc I 143.82M 3.05 6.93 4.87
  First Trust/Confluence Small Cap Vi 12.99M 2.82 -0.76 5.74
  First Trust/Confluence Small Cap Va 1.54M 2.83 -0.35 5.76

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 55B 1.22 9.13 8.81
  Fidelity Small Cap Index Instl Pre 25.89B 0.00 7.19 7.58
  Vanguard Small Cap Index I 21.68B 1.24 9.14 8.82
  DFA US Small Cap I 16.11B 0.06 8.31 8.46
  Vanguard Small Cap Index InstlPlus 12.72B 1.24 9.15 8.83

Top Holdings

Name ISIN Weight % Last Change %
  Baldwin Insurance US05589G1022 5.26 32.60 +1.02%
Hagerty Inc Ordinary Shares - Class A - 4.71 - -
  Sapiens KYG7T16G1039 4.15 31.49 +18.72%
  RBC Bearings US75524B1044 3.92 396.65 -0.36%
  Gates Industrial Corp GB00BD9G2S12 3.92 23.68 +0.21%

Technical Summary

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