First Investors Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 6.6 -0.5 6.8 13.9 2.3
Category Average 7.0 -1.9 9.6 12.9 3.5
Assets for Each Yr* 8.8 8.9 9.6 11.0 11.3
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 2.30 8.56 7.05

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
11,252 $1,000 80.4 19.6
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 45.61 1.22 Average
International Stock 3.2 9.15 1.50 Above Avg
Municipal Bond 3.4 12.89 1.02 Average
Taxable Bond 2.4 18.78 0.97 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
2 0 1
0 1 0
1 0 0
Asset Allocation %
Cash 1.7
Stocks 33.3
Bonds 64.3
Other 0.7
Annual Turnover % 46
% Assets in Top 10 6.5
 
Sector Breakdown (% of stocks) 
Sensitive 37.6
Communication Services 1.5
Energy 7.0
Industrials 12.5
Technology 16.6
Cyclical 39.5
Basic Materials 4.1
Consumer Cyclical 13.9
Financial Services 19.3
Real Estate 2.2
Defensive 22.9
Consumer Defensives 7.8
Healthcare 13.0
Utilities 2.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 25.30 0.98
  JPMorgan Chase & Co* Financial Services 3.43 0.94
  Centene Corp Healthcare 37.72 0.68
  Wells Fargo & Co* Financial Services -13.22 0.67
  Bank of America Corporation* Financial Services -2.61 0.60
  Discover Financial Services* Financial Services -2.13 0.57
  Honeywell International Inc* Industrials 1.63 0.56
  American Express Co* Financial Services 3.74 0.55
  Citizens Financial Group Inc Financial Services -10.20 0.46
  Intel Corp* Technology -2.23 0.45
  Johnson & Johnson* Healthcare -2.32 0.45
  Fleetcor Technologies Inc Industrials 4.25 0.43
  Citigroup Inc* Financial Services -6.64 0.42
  US Bancorp* Financial Services -1.47 0.41
  Abbott Laboratories* Healthcare 21.29 0.40
  AT&T Inc* Communication Services -13.19 0.39
  Philip Morris International Inc* Consumer Defensive -18.92 0.39
  PepsiCo Inc* Consumer Defensive -10.17 0.35
  Phibro Animal Health Corp Class A Healthcare 25.22 0.34
  Adobe Systems Inc* Technology 36.24 0.34
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Best 5-Year Relative Performance | More
10-19-18

Worst 5-Year Relative Performance | More
10-19-18

Highest Expenses | More
10-19-18

Longest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
First Investors Tax Exempt CA A Clark D. Wagner 15
First Investors Tax Exempt CT A Clark D. Wagner 15
First Investors Tax Exempt MA A Clark D. Wagner 15
First Investors Tax Exempt MI A Clark D. Wagner 15
First Investors Tax Exempt MN A Clark D. Wagner 15

Shortest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
First Investors Global A Pedro V. Marcal 0
First Investors Premium Income Instl Wiley D. Angell 1
First Investors Total Return A Rajeev Sharma 1
First Investors Growth & Income A Evan Snyder 2
First Investors Limited Dur Bd Instl Rodwell Chadehumbe 2
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