FOVAX Stock: First Trust/Confluence Small Cap Value Fund Stock Price, Analysis & Insights
Get live FOVAX stock price $23.09, comprehensive First Trust/Confluence Small Cap Value Fund stock analysis, charts, news, and expert forecast. Real-time FOVAX stock data and investment insights.
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First Trust/Confluence Small Cap Value Fund (FOVAX) Overview
First Trust/Confluence Small Cap Value Fund (FOVAX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, FOVAX trades at $23.09 with a market capitalization of 10.80M . Over the past 52 weeks, FOVAX has traded between $22.17 and $27.57 , with the current price positioned at approximately 17% of this...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 10.80M
- Current price: $23.09
- 52-week range: $22.17 - $27.57
- P/E ratio: 15.57
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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 "Sm...
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Valuation metrics suggest potential value opportunity (P/E: 15.6)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for First Trust/Confluence Small Cap Value Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for First Trust/Confluence Small Cap Value Fund
- ⚠Investors should consider how First Trust/Confluence Small Cap Value Fund fits within their overall portfolio allocation
Market Cap
10.80M
P/E Ratio (TTM)
15.57
Beta
1.03
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.