First Trustconfluence Small Fund Quote

FOVAX Fund  USD 26.83  0.30  1.13%   

Performance

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Odds Of Distress

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Low
First Trustconfluence is trading at 26.83 as of the 25th of July 2025; that is 1.13% up since the beginning of the trading day. The fund's open price was 26.53. First Trustconfluence has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 26th of April 2025 and ending today, the 25th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of its net assets in equity securities of U.S. listed companies with small market capitalizations at the time of investment. First TrustConfluence is traded on NASDAQ Exchange in the United States.. More on First Trustconfluence Small

First Mutual Fund Highlights

Fund ConcentrationSmall Blend, First Trust (View all Sectors)
Update Date30th of June 2025
First Trustconfluence Small [FOVAX] is traded in USA and was established 25th of July 2025. The fund is listed under Small Blend category and is part of First Trust family. This fund currently has accumulated 23.93 M in assets under management (AUM) with no minimum investment requirementsFirst Trustconfluence is currently producing year-to-date (YTD) return of 2.79%, while the total return for the last 3 years was 2.22%.
Check First Trustconfluence Probability Of Bankruptcy

Instrument Allocation

Top First Trustconfluence Small Mutual Fund Constituents

AVNSAvanos MedicalStockHealth Care
WGOWinnebago IndustriesStockConsumer Discretionary
VBTXVeritex HoldingsStockFinancials
EPCEdgewell Personal CareStockConsumer Staples
CLBCore Laboratories NVStockEnergy
MOVMovado GroupStockConsumer Discretionary
MORNMorningstarStockFinancials
RYNRayonierStockReal Estate
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First Trustconfluence Risk Profiles

First Trustconfluence Against Markets

Other Information on Investing in First Mutual Fund

First Trustconfluence financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trustconfluence security.
Odds Of Bankruptcy
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