First Trustconfluence Small Fund Quote
| FOVIX Fund | USD 28.44 0.35 1.25% |
PerformanceOK
| Odds Of DistressLow
|
First Trust/confluence is trading at 28.44 as of the 27th of July 2025; that is 1.25 percent increase since the beginning of the trading day. The fund's open price was 28.09. First Trust/confluence 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 28th of April 2025 and ending today, the 27th 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. Currently, a company will be considered to be a Small-Cap Company if its market capitalization at the time of purchase is within the range of companies in the Russell 2000 Index or the SP SmallCap 600 Index during the most recent 12-month period .. More on First Trustconfluence Small
Moving together with First Mutual Fund
First Mutual Fund Highlights
| Fund Concentration | First Trust Funds, Large Funds, Small Blend Funds, Small Blend, First Trust (View all Sectors) |
| Update Date | 30th of June 2025 |
First Trustconfluence Small [FOVIX] is traded in USA and was established 27th 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 minimum initial investment of 1000 K. First Trust/confluence is currently producing year-to-date (YTD) return of 2.79%, while the total return for the last 3 years was 1.38%.
Check First Trust/confluence Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as First Trustconfluence Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top First Trustconfluence Small Mutual Fund Constituents
| SAM | Boston Beer | Stock | Consumer Staples | |
| PBPB | Potbelly Co | Stock | Consumer Discretionary | |
| THR | Thermon Group Holdings | Stock | Industrials | |
| PAHC | Phibro Animal Health | Stock | Health Care | |
| HCSG | Healthcare Services Group | Stock | Industrials | |
| SJW | SJW Old | Stock | Utilities | |
| BRO | Brown Brown | Stock | Financials | |
| BMRC | Bank of Marin | Stock | Financials |
First Trust/confluence Risk Profiles
| Mean Deviation | 0.9388 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 |
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.
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