First Investors Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 17.1 6.5 -0.4 6.5 9.2
Category Average 15.8 7.1 -1.1 8.2 9.6
Assets for Each Yr* 8.5 9.1 9.3 10.0 11.0
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 9.17 5.77 7.89

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
11,016 $1,000 82.8 17.2
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.7 43.78 1.24 Average
International Stock 3.1 8.46 1.53 Above Avg
Municipal Bond 4.0 13.88 1.02 Average
Taxable Bond 2.1 20.30 1.00 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 1 1
0 1 0
0 1 0
Asset Allocation %
Cash 3.3
Stocks 33.0
Bonds 63.1
Other 0.6
Annual Turnover % 43
% Assets in Top 10 6.4
 
Sector Breakdown (% of stocks) 
Sensitive 33.0
Communication Services 1.5
Energy 4.4
Industrials 11.3
Technology 15.8
Cyclical 40.7
Basic Materials 3.8
Consumer Cyclical 16.0
Financial Services 16.6
Real Estate 4.3
Defensive 26.4
Consumer Defensives 10.2
Healthcare 14.5
Utilities 1.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-18-17

  Sector YTD Return % % Net Assets  
  JPMorgan Chase & Co* Financial Services 15.92 0.81
  Newell Brands Inc Consumer Defensive -6.25 0.74
  Apple Inc* Technology 39.52 0.73
  Microsoft Corp* Technology 26.78 0.65
  Philip Morris International Inc* Consumer Defensive 26.42 0.62
  Thermo Fisher Scientific Inc* Healthcare 34.42 0.62
  Honeywell International Inc* Industrials 25.54 0.59
  Johnson & Johnson* Healthcare 24.26 0.56
  Pfizer Inc* Healthcare 13.27 0.55
  The Home Depot Inc* Consumer Cyclical 23.90 0.55
  Cisco Systems Inc* Technology 14.76 0.52
  Centene Corp Healthcare 65.53 0.51
  Altria Group Inc* Consumer Defensive -1.38 0.51
  Discover Financial Services* Financial Services -7.98 0.49
  Citizens Financial Group Inc Financial Services 5.64 0.47
  Merck & Co Inc* Healthcare 10.28 0.46
  Western Digital Corp* Technology 28.04 0.45
  Tupperware Brands Corp Consumer Cyclical 20.18 0.44
  US Bancorp* Financial Services 5.37 0.43
  Wells Fargo & Co* Financial Services -1.00 0.42
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Best 5-Year Relative Performance | More
10-18-17

Worst 5-Year Relative Performance | More
10-18-17

Highest Expenses | More
10-18-17

Longest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
First Investors Tax Exempt Opps A Clark D. Wagner 14
First Investors Tax Exempt CA A Clark D. Wagner 14
First Investors Tax Exempt CT A Clark D. Wagner 14
First Investors Tax Exempt Inc A Clark D. Wagner 14
First Investors Tax Exempt MA A Clark D. Wagner 14

Shortest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
First Investors Long Short Institutional Dmitri Batsev 1
First Investors Hedged US Eq Opps Instl Kent M. Stahl 1
First Investors Balanced Income Instl Edwin D. Miska 1
First Investors Covered Call Strat Instl Wiley D. Angell 2
First Investors International A Matthew Benkendorf 2
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