First Investors Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return17.066.48-0.376.539.17
    Category Average15.827.07-1.098.249.56
    Assets for Each Yr*8.489.099.3310.0411.02
    *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 mil $1,000 82.79 17.21
    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.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 17.68 0.81
    Newell Brands Inc* Consumer Defensive -8.13 0.74
    Apple Inc* Technology 36.49 0.73
    Microsoft Corp* Technology 28.71 0.65
    Philip Morris International Inc* Consumer Defensive 23.15 0.62
    Thermo Fisher Scientific Inc* Healthcare 37.71 0.62
    Honeywell International Inc* Industrials 27.19 0.59
    Johnson & Johnson* Healthcare 25.75 0.56
    Pfizer Inc* Healthcare 15.09 0.55
    The Home Depot Inc* Consumer Cyclical 23.88 0.55
    Cisco Systems Inc* Technology 17.07 0.52
    Centene Corp* Healthcare 70.77 0.51
    Altria Group Inc* Consumer Defensive -1.09 0.51
    Discover Financial Services* Financial Services -6.34 0.49
    Citizens Financial Group Inc* Financial Services 8.87 0.47
    Merck & Co Inc* Healthcare 10.91 0.46
    Western Digital Corp* Technology 29.37 0.45
    Tupperware Brands Corp* Consumer Cyclical 20.24 0.44
    US Bancorp* Financial Services 6.97 0.43
    Wells Fargo & Co* Financial Services 1.74 0.42

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Lowest Expenses | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.30
    First Investors Tax Clark D. Wagner 13.90
    First Investors Tax Clark D. Wagner 13.90
    First Investors Tax Clark D. Wagner 13.90
    First Investors Tax Clark D. Wagner 13.90

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Long Dmitri Batsev 0.90
    First Investors Hedg Kent M. Stahl 1.20
    First Investors Bala Edwin D. Miska 1.40
    First Investors Inte Matthew Benkendorf 1.50
    First Investors Cove Wiley D. Angell 1.60