First Trust/Confluence Small Cap Value Fund

Scorecard
2 / 5 Stars
Lipper
1 1 5 1 4
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
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Fund Fees

Updated 03.03.2014

Maximum Sales Fees %
Initial 5.5
Deferred

Updated 03.03.2014

Maximum Fees %
Administrative
Management 1.0
Redemption

Updated 03.03.2014

Actual Fees %
12b-1 0.25
Management 1.0
Net Expense Ratio: Annual Report 1.6
Net Expense Ratio: Prospectus 1.93

Updated 03.05.2014

Total Cost Projections
3-Year $1,181.00
5-Year $1,663.00
10-Year $2,987.00

Purchase Information

Updated 03.03.2014

Minimum Investments
Initial $2,500.00
Additional $50.00
Initial IRA $750.00
Additional IRA $50.00
Initial AIP
Additional AIP