First Trustconfluence Small Fund Quote

FOVCX Fund  USD 21.65  0.18  0.82%   

Performance

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Odds Of Distress

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First Trust/confluence is trading at 21.65 as of the 24th of July 2025; that is 0.82 percent decrease since the beginning of the trading day. The fund's open price was 21.83. First Trust/confluence has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th 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 ConcentrationFirst Trust Funds, Large Funds, Small Blend Funds, Small Blend, First Trust (View all Sectors)
Update Date30th of June 2025
First Trustconfluence Small [FOVCX] is traded in USA and was established 24th of July 2025. First Trust/confluence is listed under First Trust category by Fama And French industry classification. 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 Trust/confluence is currently producing year-to-date (YTD) return of 2.67%, while the total return for the last 3 years was 1.56%.
Check First Trust/confluence Probability Of Bankruptcy

Instrument Allocation

Top First Trustconfluence Small Mutual Fund Constituents

SJWSJW OldStockUtilities
GOODGladstone CommercialStockReal Estate
HCSGHealthcare Services GroupStockIndustrials
CNNECannae HoldingsStockFinancials
EXPOExponentStockIndustrials
BMRCBank of MarinStockFinancials
IIIVi3 VerticalsStockIndustrials
JJSFJ J SnackStockConsumer Staples
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First Trust/confluence Risk Profiles

First Trust/confluence Against Markets

Other Information on Investing in First Mutual Fund

First Trust/confluence 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 Trust/confluence security.
Instant Ratings
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Risk-Return Analysis
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