First Trust/Confluence Small Cap Value Fund (FOVAX) Stock
The fund strives to meet its investment goals by allocating at least 80% of its total assets, including any borrowed capital, to the equity securities of U.S.-based companies. These are specifically firms with small market capitalizations, termed "Small-Cap Companies," at the point of investment.
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About First Trust/Confluence Small Cap Value Fund
The fund strives to meet its investment goals by allocating at least 80% of its total assets, including any borrowed capital, to the equity securities of U.S.-based companies. These are specifically firms with small market capitalizations, termed "Small-Cap Companies," at the point of investment. In typical market conditions, a company is considered a Small-Cap Company if its market value, when acquired, falls within the size spectrum of companies included in either the Russell 2000 Index or the S&P SmallCap 600 Index, based on month-end data from the most recent 12-month period.
First Trust/Confluence Small Cap Value Fund is headquartered in US.
First Trust/Confluence Small Cap Value Fund (FOVAX) stock trades at $23.09 with a market capitalization of $10.80M. Over the past 52 weeks the stock has ranged between $22.17 and $27.57, and currently trades 16.2% below its 52-week high. It pays a dividend yielding 17.06%.