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First Trust/Confluence Small Cap Val C FOVCX Fund Analysis

| Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FOVCX

Will FOVCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in First Trust/ Confluence Small Cap Val C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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