First Investors Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.566.9214.18-7.2313.22
    Category Average-1.909.5313.34-5.6313.44
    Assets for Each Yr*8.719.3510.7310.049.96
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.22 6.86 5.57

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,964 mil $1,000 87.22 12.78
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 43.73 1.22 Average
    International Stock 3.4 9.90 1.49 Above Avg
    Municipal Bond 3.2 13.47 0.98 Average
    Taxable Bond 2.1 17.59 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 1.01
    Merck & Co Inc* Healthcare 12.60 0.81
    Medtronic PLC* Healthcare 17.73 0.66
    Alphabet Inc A* Technology 10.39 0.63
    Procter & Gamble Co* Consumer Defensive 30.04 0.59
    United Technologies Corp* Industrials 17.98 0.47
    Thermo Fisher Scientific Inc* Healthcare 20.53 0.43
    Synopsys Inc* Technology 60.32 0.39
    The Home Depot Inc* Consumer Cyclical 28.15 0.39
    Exxon Mobil Corp* Energy 2.73 0.38
    Take-Two Interactive Software In* Technology 25.13 0.37
    Northrop Grumman Corp* Industrials 48.64 0.37
    Eaton Corp PLC* Industrials 14.65 0.31
    Apple Inc* Technology 29.90 0.27
    Ross Stores Inc* Consumer Cyclical 24.35 0.27
    Valero Energy Corp* Energy 2.55 0.26
    Masco Corp* Basic Materials 33.45 0.25
    NetApp Inc* Technology -21.72 0.25
    Texas Instruments Inc* Technology 29.74 0.24
    Charles River Laboratories Inter* Healthcare 10.51 0.24

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Sele John D. Brim 11.70
    First Investors Fund Clinton J. Comeaux 9.60
    First Investors Tax Clark D. Wagner 8.90
    First Investors Tax Clark D. Wagner 8.60
    First Investors Tax Clark D. Wagner 8.20

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 1.10
    First Investors Prem Wiley D. Angell 1.40
    First Investors Tota Rajeev Sharma 1.60
    First Investors Hedg Gregg R. Thomas 1.90
    First Investors Limi Rodwell Chadehumbe 2.80