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First Trust/Confluence Small Cap Value Fund Stock AnalysisComprehensive stock analysis for First Trust/Confluence Small Cap Value Fund (FOVAX) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisFOVAX
FOVAX
First Trust/Confluence Small Cap Value Fund
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
FOVAX
Home🔹Stocks🔹First Trust/Confluence Small Cap Value Fund

First Trust/Confluence Small Cap Value Fund

FOVAX•NASDAQ

First Trust/Confluence Small Cap Value Fund

FOVAX•NASDAQ
Market cap
$10.80M
Sentiment

Your view on FOVAX

Mkt Cap
$10.80M
Sentiment
Your view
FOVAX
First Trust/Confluence Small Cap Value Fund
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
FOVAX
Company Overview

Overview

What the company does, where it operates, and who runs it.

About First Trust/Confluence Small Cap Value Fund

Industry
Asset Management
Sector
Financial Services
CEO
Not available
Headquarters
120 East Liberty Drive, Suite 400, Wheaton, IL, US
Industry
Asset Management
Sector
Financial Services
CEO
Not available
Headquarters
120 East Liberty Drive, Suite 400, Wheaton, IL, US
Description

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).

Infographics

Visual summary of the business at a glance.

FRC Research

Media

Videos and interviews covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks the stock is worth vs. the current price.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Peer Comparison

Comparables

List of peer companies in the same industry.

Ownership & News

Institutional Ownership

Which funds and firms own the stock.

Insider Trading

Recent buying and selling by company executives.

Senate Trading

U.S. Senator disclosures filed under the STOCK Act.

News

Latest headlines and market coverage.

News

Latest Market News