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First Trust/confluence Small Cap Value Fund Class A (0P0000PP8X)

US Funds

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28.830 +0.130 +0.45%

18/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.85M

Type: Fund

Market: United States

Issuer: First Trust

Asset Class: Equity

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0P0000PP8X Overview

Find basic information about the First Trust/confluence Small Cap Value Fund Class A 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 0P0000PP8X MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0.62%

Prev. Close28.7

Risk Rating

TTM Yield0%

ROE8.27%

IssuerFirst Trust

Turnover17%

ROA3.86%

Inception DateFeb 24, 2011

Total Assets1.85M

Expenses1.60%

Min. Investment2,500

Market Cap2.37B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1028	1012	1098	989	1106	1751
Fund Return	2.83%	1.23%	9.83%	-0.35%	2.04%	5.76%
Place in category	403	613	585	579	558	395
% in Category	59	96	95	98	99	98

Top Equity Funds by First Trust

Name	Total Assets	YTD%	3Y%	10Y%
First Trust/Dow Jones DividendIncom	857.37M	1.69	3.00	6.29
First Trust Preferred Sec & Inc I	140.7M	0.57	2.02	4.81
First Trust/Confluence Small Cap Vi	18.61M	2.82	-0.76	5.74
First Confluence Small Cap Value C	231.78K	2.76	-1.00	4.97

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	58.64B	3.89	7.86	9.75
Fidelity Small Cap Index Instl Pre	27.16B	2.64	5.79	8.60
Vanguard Small Cap Index I	23.05B	3.89	7.87	9.76
DFA US Small Cap I	16.85B	3.35	8.12	9.60
Vanguard Small Cap Index InstlPlus	12.88B	3.89	7.88	9.77

Top Holdings

Name	ISIN	Weight %	Last	Change %
Baldwin Insurance	US05589G1022	5.26	40.85	-0.51%
Hagerty Inc Ordinary Shares - Class A	-	4.71	-	-
Sapiens	KYG7T16G1039	4.15	28.34	+2.61%
RBC Bearings	US75524B1044	3.92	370.84	+0.33%
Gates Industrial Corp	GB00BD9G2S12	3.92	23.51	+0.90%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Trust/Confl.	28.830	+0.130	+0.45%