First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return6.61-0.486.7713.91-2.86
    Category Average7.00-1.869.6112.91-1.63
    Assets for Each Yr*8.768.929.5810.9710.61
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.86 5.17 5.33

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,611 mil $1,000 80.30 19.70
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 44.64 1.22 Average
    International Stock 3.1 8.89 1.50 Above Avg
    Municipal Bond 3.3 13.39 1.02 Average
    Taxable Bond 2.0 19.43 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 4.80 1.07
    Microsoft Corp* Technology 26.49 1.06
    Thermo Fisher Scientific Inc* Healthcare 24.04 0.68
    Bank of America Corporation* Financial Services -4.64 0.67
    Merck & Co Inc* Healthcare 35.15 0.64
    Pfizer Inc* Healthcare 23.91 0.62
    Wells Fargo & Co* Financial Services -10.37 0.60
    The Home Depot Inc* Consumer Cyclical -3.93 0.59
    Discover Financial Services* Financial Services -7.64 0.57
    Intel Corp* Technology 5.26 0.53
    Citigroup Inc* Financial Services -10.87 0.51
    Medtronic PLC* Healthcare 15.83 0.51
    Chevron Corp* Energy -5.18 0.46
    United Technologies Corp* Industrials 2.86 0.45
    Citizens Financial Group Inc* Financial Services -7.88 0.44
    Fleetcor Technologies Inc* Industrials 1.10 0.41
    US Bancorp* Financial Services 2.02 0.38
    Alphabet Inc A* Technology -0.52 0.37
    Sterling Bancorp* Financial Services -23.41 0.37
    PepsiCo Inc* Consumer Defensive -0.10 0.37

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.90
    First Investors Tax Clark D. Wagner 14.90
    First Investors Tax Clark D. Wagner 14.90
    First Investors Tax Clark D. Wagner 14.90
    First Investors Tax Clark D. Wagner 14.90

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.40
    First Investors Prem Wiley D. Angell 0.60
    First Investors Tota Rajeev Sharma 0.90
    First Investors Limi Rodwell Chadehumbe 2.00
    First Investors Grow Evan Snyder 2.10