First Investors Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return6.48-0.436.5613.522.62
    Category Average6.94-1.769.3312.573.68
    Assets for Each Yr*9.099.269.9411.3511.39
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.62 7.68 7.52

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,386 mil $1,000 80.59 19.41
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 45.76 1.22 Average
    International Stock 3.3 9.01 1.50 Above Avg
    Municipal Bond 3.4 12.94 1.02 Average
    Taxable Bond 2.0 18.94 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.06 0.95
    JPMorgan Chase & Co* Financial Services 11.56 0.91
    Centene Corp* Healthcare 41.82 0.65
    Wells Fargo & Co* Financial Services -6.99 0.65
    Bank of America Corporation* Financial Services 6.33 0.58
    Honeywell International Inc* Industrials 9.57 0.54
    Pfizer Inc* Healthcare 22.25 0.46
    Citigroup Inc* Financial Services 0.54 0.41
    Sterling Bancorp* Financial Services -8.09 0.41
    US Bancorp* Financial Services 3.62 0.40
    Verizon Communications Inc* Communication Services 4.42 0.40
    AT&T Inc* Communication Services -10.31 0.39
    Abbott Laboratories* Healthcare 21.50 0.38
    Adobe Systems Inc* Technology 51.15 0.32
    CVS Health Corp* Healthcare 10.98 0.31
    PNC Financial Services Group Inc* Financial Services -0.21 0.30
    Trinseo SA* Consumer Cyclical 9.60 0.29
    Qualcomm Inc* Technology 18.51 0.27
    Brixmor Property Group Inc* RealEstate -2.38 0.26
    Devon Energy Corp* Energy -3.16 0.26

    Best 5-Year Relative Performance | More
    09-19-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.80
    First Investors Tax Clark D. Wagner 14.80
    First Investors Tax Clark D. Wagner 14.80
    First Investors Tax Clark D. Wagner 14.80
    First Investors Tax Clark D. Wagner 14.80

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.20
    First Investors Prem Wiley D. Angell 0.50
    First Investors Tota Rajeev Sharma 0.70
    First Investors Bala Rajeev Sharma 0.90
    First Investors Long Dmitri Batsev 1.80