First Investors Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.566.9214.18-7.237.83
    Category Average-1.999.8013.13-5.838.35
    Assets for Each Yr*8.719.3510.7310.0410.74
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 7.83 8.29 5.04

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,738 mil $1,000 79.28 20.72
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 44.63 1.22 Average
    International Stock 3.0 9.04 1.49 Above Avg
    Municipal Bond 3.1 13.06 0.92 Average
    Taxable Bond 2.0 19.54 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 16.16 1.13
    JPMorgan Chase & Co* Financial Services 7.89 0.98
    Chevron Corp* Energy 15.71 0.67
    Intel Corp* Technology 15.35 0.63
    Bank of America Corporation* Financial Services 16.84 0.61
    Verizon Communications Inc* Communication Services 3.65 0.61
    Pfizer Inc* Healthcare -2.57 0.60
    Wells Fargo & Co* Financial Services 10.35 0.54
    Alphabet Inc A* Technology 17.37 0.48
    American Express Co* Financial Services 16.62 0.48
    AT&T Inc* Communication Services 8.69 0.45
    Lockheed Martin Corp* Industrials 13.88 0.42
    PepsiCo Inc* Consumer Defensive 7.94 0.42
    Fleetcor Technologies Inc* Industrials 28.27 0.41
    Berkshire Hathaway Inc B* Financial Services -0.45 0.39
    Eli Lilly and Co* Healthcare 11.31 0.39
    Union Pacific Corp* Industrials 17.11 0.38
    United Technologies Corp* Industrials 18.37 0.38
    Bristol-Myers Squibb Company* Healthcare -4.58 0.36
    US Bancorp* Financial Services 10.22 0.36

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Sele John D. Brim 11.30
    First Investors Fund Clinton J. Comeaux 9.20
    First Investors Tax Clark D. Wagner 8.40
    First Investors Tax Clark D. Wagner 8.20
    First Investors Tax Clark D. Wagner 7.80

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.70
    First Investors Prem Wiley D. Angell 1.00
    First Investors Tota Rajeev Sharma 1.20
    First Investors Hedg Gregg R. Thomas 1.40
    First Investors Grow Evan Snyder 2.40