First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.556.9214.18-7.23--
    Category Average-1.999.8013.13-5.832.65
    Assets for Each Yr*8.719.3510.7310.0410.04
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -7.23 4.24 3.71

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,038 mil $1,000 79.83 20.17
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 42.98 1.22 Average
    International Stock 3.1 8.89 1.49 Above Avg
    Municipal Bond 3.1 14.08 0.96 Average
    Taxable Bond 2.0 20.21 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 7.96 1.09
    Microsoft Corp* Technology 6.05 1.08
    Apple Inc* Technology -0.58 1.05
    Centene Corp* Healthcare 9.82 0.75
    Thermo Fisher Scientific Inc* Healthcare 7.54 0.69
    Bank of America Corporation* Financial Services 18.91 0.68
    Merck & Co Inc* Healthcare -0.71 0.65
    Cisco Systems Inc* Technology 4.68 0.64
    Wells Fargo & Co* Financial Services 8.53 0.61
    The Home Depot Inc* Consumer Cyclical 4.52 0.60
    Discover Financial Services* Financial Services 12.53 0.57
    Intel Corp* Technology 4.82 0.54
    Citigroup Inc* Financial Services 21.24 0.52
    Medtronic PLC* Healthcare -4.02 0.52
    American Express Co* Financial Services 5.82 0.52
    Johnson & Johnson* Healthcare 1.27 0.51
    United Technologies Corp* Industrials 6.97 0.46
    AT&T Inc* Communication Services 10.27 0.45
    Walmart Inc* Consumer Defensive 4.92 0.45
    Citizens Financial Group Inc* Financial Services 19.17 0.45

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 15.10
    First Investors Oppo Steven S. Hill 14.90
    First Investors Sele John D. Brim 11.10
    First Investors Fund Clinton J. Comeaux 9.00
    First Investors Tax Clark D. Wagner 8.30

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.60
    First Investors Prem Wiley D. Angell 0.80
    First Investors Tota Rajeev Sharma 1.00
    First Investors Hedg Gregg R. Thomas 1.30
    First Investors Limi Rodwell Chadehumbe 2.20