FOVAX Mutual Fund
FOVAX Mutual Fund
FOVAX Mutual Fund
First Trust/Confluence Small Cap Value Fund Class A
FOVAX Mutual Fund Overview
FOVAX Mutual Fund (First Trust/Confluence Small Cap Value Fund Class A) is managed by First Trust Portfolios (US) with $590,342.03 in net assets. FOVAX expense ratio is 1.60%, holding 33 positions across various sectors. Inception date: 2011-02-24.
FOVAX performance shows a YTD return of 1.08%. The 1-year return is -7.88% and the 5-year return is 2.01%. FOVAX dividend yield stands at 17.51%, paid annually.
FOVAX top holdings include a diversified portfolio. View all FOVAX holdings, sector breakdown, or dividend history.
FOVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FOVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.