First Trustconfluence Small Fund Quote

FOVCX Fund  USD 17.50  0.15  0.85%   

Performance

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Odds Of Distress

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First Trust/confluence is trading at 17.50 as of the 29th of January 2026; that is 0.85 percent decrease since the beginning of the trading day. The fund's open price was 17.65. First Trust/confluence has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. 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

Moving together with First Mutual Fund

  0.84VSMAX Vanguard Small CapPairCorr
  0.77VSCIX Vanguard Small CapPairCorr
  0.77VSCPX Vanguard Small CapPairCorr
  0.77NAESX Vanguard Small CapPairCorr
  0.73FSSNX Fidelity Small CapPairCorr
  0.73DFSTX Us Small CapPairCorr

First Mutual Fund Highlights

Fund ConcentrationSmall Blend, First Trust (View all Sectors)
Update Date31st of December 2025
First Trustconfluence Small [FOVCX] is traded in USA and was established 29th of January 2026. 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 3.3%, while the total return for the last 3 years was -1.49%.
Check First Trust/confluence Probability Of Bankruptcy

Instrument Allocation

First Trust/confluence Risk Profiles

First Trust/confluence Against Markets

First Mutual Fund Analysis Notes

The fund retains 98.73% of assets under management (AUM) in equities. Large To learn more about First Trustconfluence Small call the company at 800-621-1675.

First Trust/confluence Investment Alerts

First Trust/confluence appears to be risky and price may revert if volatility continues
First Trust/confluence generated five year return of -1.0%
This fund retains 98.73% of its assets under management (AUM) in equities

Top First Trustconfluence Small Mutual Fund Constituents

First Trust/confluence Outstanding Bonds

First Trust/confluence issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. First Trust/confluence uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most First bonds can be classified according to their maturity, which is the date when First Trustconfluence Small has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

First Trust/confluence Predictive Daily Indicators

First Trust/confluence intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of First Trust/confluence mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

First Trust/confluence Forecast Models

First Trust/confluence's time-series forecasting models are one of many First Trust/confluence's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary First Trust/confluence's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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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