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First Trust/confluence Small Cap Value Fund Class I (0P0000PP90)

US Funds

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32.250 -0.110 -0.34%

23/09 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 20.77M

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0P0000PP90 Overview

Find basic information about the First Trust/confluence Small Cap Value Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000PP90 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change15.45%

Prev. Close32.36

Risk Rating

TTM Yield0%

ROE12.44%

IssuerN/A

Turnover12%

ROA5.81%

Inception DateJan 11, 2011

Total Assets20.77M

Expenses1.35%

Min. Investment1,000,000

Market Cap2.09B

CategorySmall Blend

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First Trust/confluence Small Cap Value Fund Class I Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 4

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1108	1052	1128	965	1263	1816
Fund Return	10.8%	5.17%	12.8%	-1.19%	4.78%	6.15%
Place in category	244	450	543	545	534	352
% in Category	39	76	90	95	98	91

Top Equity Funds by First Trust

Name	Total Assets	YTD%	3Y%	10Y%
First Trust/Dow Jones DividendIncom	909.7M	7.40	2.23	6.60
First Trust Preferred Sec & Inc I	148.43M	9.15	0.67	4.78
First Trust/Confluence Small Cap Va	2.06M	10.61	-0.79	6.14
First Confluence Small Cap Value C	230.04K	10.08	-1.42	5.35

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.65B	10.19	2.59	8.83
Fidelity Small Cap Index Instl Pre	27.28B	10.45	0.72	8.18
Vanguard Small Cap Index I	22.65B	10.20	2.60	8.84
DFA US Small Cap I	16.5B	9.96	5.52	8.94
Vanguard Small Cap Index InstlPlus	11.19B	10.20	2.61	8.85

Top Holdings

Name	ISIN	Weight %	Last	Change %
Spectrum Brands	US84790A1051	5.05	92.85	-0.41%
Brown&Brown	US1152361010	4.75	103.03	+0.80%
Hayward Holdings	US4212981009	4.13	14.81	+0.47%
Kadant	US48282T1043	3.98	343.23	+2.33%
Baldwin Insurance	US05589G1022	3.97	48.78	+2.16%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Trust/Confl.	32.250	-0.110	-0.34%