First Investors Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return17.066.48-0.376.533.20
    Category Average15.827.07-1.098.243.46
    Assets for Each Yr*8.489.099.3310.0410.39
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.20 4.83 7.42

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,385 mil $1,000 84.26 15.74
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 43.96 1.24 Average
    International Stock 3.0 8.14 1.53 Above Avg
    Municipal Bond 4.0 14.33 1.04 Average
    Taxable Bond 2.0 20.94 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    Newell Brands Inc* Consumer Defensive 7.28 1.06
    Thermo Fisher Scientific Inc* Healthcare 9.67 0.74
    Johnson & Johnson* Healthcare 9.89 0.69
    Centene Corp* Healthcare 24.28 0.66
    Philip Morris International Inc* Consumer Defensive 23.97 0.66
    Microsoft Corp* Technology 5.39 0.65
    Cisco Systems Inc* Technology 13.34 0.62
    Gilead Sciences Inc* Healthcare -5.01 0.61
    Pfizer Inc* Healthcare 6.22 0.59
    The Home Depot Inc* Consumer Cyclical 10.20 0.58
    Snap-on Inc* Industrials -3.30 0.55
    Altria Group Inc* Consumer Defensive 9.15 0.55
    Honeywell International Inc* Industrials 8.04 0.54
    Apple Inc* Technology 22.13 0.49
    McKesson Corp* Healthcare 5.93 0.49
    Verizon Communications Inc* Communication Services -6.86 0.48
    CVS Health Corp* Healthcare 0.13 0.48
    Discover Financial Services* Financial Services -6.94 0.48
    AT&T Inc* Communication Services -1.29 0.46
    Tanger Factory Outlet Centers In* RealEstate -8.40 0.46

    Best 5-Year Relative Performance | More
    03-27-17

    Worst 5-Year Relative Performance | More
    03-27-17

    Lowest Expenses | More
    03-27-17

    Highest Expenses | More
    03-27-17

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tota Clark D. Wagner 14.70
    First Investors Tax Clark D. Wagner 13.80
    First Investors Tax Clark D. Wagner 13.30
    First Investors Tax Clark D. Wagner 13.30
    First Investors Tax Clark D. Wagner 13.30

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Long Dmitri Batsev 0.30
    First Investors Hedg Kent M. Stahl 0.70
    First Investors Bala Edwin D. Miska 0.80
    First Investors Inte Matthew Benkendorf 0.90
    First Investors Cove Wiley D. Angell 1.00