First Investors Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 17.1 6.5 -0.4 6.5 12.5
Category Average 15.8 7.1 -1.1 8.2 12.5
Assets for Each Yr* 8.5 9.1 9.3 10.0 11.4
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 12.51 5.94 8.34

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
11,360 $1,000 82.4 17.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.7 44.48 1.23 Average
International Stock 3.0 8.57 1.50 Above Avg
Municipal Bond 3.5 13.50 1.02 Average
Taxable Bond 2.3 19.62 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 3.4
Stocks 32.9
Bonds 63.1
Other 0.6
Annual Turnover % 43
% Assets in Top 10 6.4
 
Sector Breakdown (% of stocks) 
Sensitive 35.0
Communication Services 1.5
Energy 4.6
Industrials 12.4
Technology 16.5
Cyclical 40.4
Basic Materials 3.7
Consumer Cyclical 15.7
Financial Services 17.0
Real Estate 4.1
Defensive 24.7
Consumer Defensives 9.2
Healthcare 13.8
Utilities 1.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-14-17

  Sector YTD Return % % Net Assets  
  JPMorgan Chase & Co* Financial Services 23.65 0.81
  Newell Brands Inc Consumer Defensive -29.76 0.74
  Apple Inc* Technology 50.82 0.73
  Microsoft Corp* Technology 38.85 0.65
  Philip Morris International Inc* Consumer Defensive 21.14 0.62
  Thermo Fisher Scientific Inc* Healthcare 33.89 0.62
  Honeywell International Inc* Industrials 34.63 0.59
  Johnson & Johnson* Healthcare 25.83 0.56
  Pfizer Inc* Healthcare 16.19 0.55
  The Home Depot Inc* Consumer Cyclical 38.49 0.55
  Cisco Systems Inc* Technology 29.15 0.52
  Centene Corp Healthcare 75.23 0.51
  Altria Group Inc* Consumer Defensive 8.95 0.51
  Discover Financial Services* Financial Services 4.00 0.49
  Citizens Financial Group Inc Financial Services 16.50 0.47
  Merck & Co Inc* Healthcare -1.65 0.46
  Western Digital Corp* Technology 23.83 0.45
  Tupperware Brands Corp Consumer Cyclical 25.29 0.44
  US Bancorp* Financial Services 7.09 0.43
  Wells Fargo & Co* Financial Services 10.25 0.42
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Best 5-Year Relative Performance | More
12-14-17

Worst 5-Year Relative Performance | More
12-14-17

Highest Expenses | More
12-14-17

Longest Manager Tenure | More
12-14-17

Fund Name Manager Name Average Manager Tenure
First Investors Tax Exempt Opps A Clark D. Wagner 15
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
12-14-17

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 2
First Investors International A Matthew Benkendorf 2
First Investors Covered Call Strat Instl Wiley D. Angell 2
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