First Investors Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 6.5 -0.4 6.6 13.5 -0.7
Category Average 6.9 -1.8 9.3 12.6 0.4
Assets for Each Yr* 9.1 9.3 9.9 11.3 11.2
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family -0.66 5.30 7.08

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
11,176 $1,000 80.2 19.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 44.76 1.22 Average
International Stock 3.0 8.95 1.50 Above Avg
Municipal Bond 3.4 13.43 1.02 Average
Taxable Bond 2.1 19.40 1.00 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 3.7
Stocks 31.4
Bonds 64.6
Other 0.4
Annual Turnover % 46
% Assets in Top 10 7.2
 
Sector Breakdown (% of stocks) 
Sensitive 36.2
Communication Services 1.4
Energy 5.5
Industrials 12.6
Technology 16.6
Cyclical 40.3
Basic Materials 4.1
Consumer Cyclical 15.5
Financial Services 18.2
Real Estate 2.5
Defensive 23.5
Consumer Defensives 8.6
Healthcare 13.2
Utilities 1.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-20-18

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 13.93 0.95
  JPMorgan Chase & Co* Financial Services 5.63 0.95
  Microsoft Corp* Technology 25.22 0.87
  Thermo Fisher Scientific Inc* Healthcare 14.38 0.77
  Cisco Systems Inc* Technology 12.17 0.71
  The Home Depot Inc* Consumer Cyclical 7.90 0.68
  Centene Corp Healthcare 34.27 0.59
  Pfizer Inc* Healthcare 4.94 0.59
  Intel Corp* Technology 13.76 0.56
  Citizens Financial Group Inc Financial Services -3.19 0.55
  Discover Financial Services* Financial Services -5.41 0.55
  Honeywell International Inc* Industrials 0.82 0.55
  Philip Morris International Inc* Consumer Defensive -18.11 0.54
  Johnson & Johnson* Healthcare -8.68 0.52
  Fleetcor Technologies Inc Industrials 13.85 0.48
  American Express Co* Financial Services 1.90 0.46
  AbbVie Inc* Healthcare -5.35 0.43
  Abbott Laboratories* Healthcare 12.42 0.41
  Wells Fargo & Co* Financial Services -5.74 0.41
  Bank of America Corporation* Financial Services 2.88 0.38
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Best 5-Year Relative Performance | More
07-20-18

Worst 5-Year Relative Performance | More
07-20-18

Highest Expenses | More
07-20-18

Longest Manager Tenure | More
07-20-18

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
07-20-18

Fund Name Manager Name Average Manager Tenure
First Investors Global A Pedro V. Marcal 0
First Investors Total Return A Rajeev Sharma 1
First Investors Balanced Income Instl Rajeev Sharma 1
First Investors Long Short Institutional Dmitri Batsev 2
First Investors Limited Dur Bd Instl Rodwell Chadehumbe 2
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