First Trust/Confluence Small Cap Value Fund Class A
FOVAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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1-Month High
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
First Trust
Manager/Tenure
(Years)
(Years)
Mark A. Keller (14), Daniel T. Winter (14), Thomas Dugan (9)
Website
Address
First Trust
Wheaton IL - 60187
Wheaton IL - 60187
Country
United States
Phone Number
800-621-1675
Investment Strategy
The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (including investment borrowings) in equity securities of U.S. listed companies with small market capitalizations ("Small-Cap Companies") 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 S&P SmallCap 600 Index during the most recent 12-month period (based on month-end data).