First Investors Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return17.066.48-0.376.535.32
    Category Average15.827.07-1.098.245.64
    Assets for Each Yr*8.489.099.3310.0410.58
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.32 4.76 8.42

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,582 mil $1,000 84.03 15.97
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 43.45 1.24 Average
    International Stock 3.2 8.28 1.53 Above Avg
    Municipal Bond 4.1 14.25 1.04 Average
    Taxable Bond 2.0 20.69 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    Newell Brands Inc* Consumer Defensive 19.87 0.97
    Apple Inc* Technology 25.13 0.80
    Cisco Systems Inc* Technology 6.92 0.69
    Microsoft Corp* Technology 12.63 0.67
    JPMorgan Chase & Co* Financial Services 3.18 0.63
    Philip Morris International Inc* Consumer Defensive 31.40 0.63
    Johnson & Johnson* Healthcare 18.61 0.62
    Snap-on Inc* Industrials -8.73 0.58
    Pfizer Inc* Healthcare 5.94 0.57
    The Home Depot Inc* Consumer Cyclical 14.87 0.57
    Thermo Fisher Scientific Inc* Healthcare 23.32 0.56
    Discover Financial Services* Financial Services -14.45 0.55
    Honeywell International Inc* Industrials 15.89 0.54
    Altria Group Inc* Consumer Defensive 13.28 0.52
    Gilead Sciences Inc* Healthcare 0.11 0.49
    Citizens Financial Group Inc* Financial Services -1.43 0.48
    Centene Corp* Healthcare 43.36 0.47
    Intel Corp* Technology -5.76 0.46
    CBS Corp Class B* Consumer Cyclical 1.19 0.44
    Western Digital Corp* Technology 35.91 0.44

    Best 5-Year Relative Performance | More
    06-27-17

    Worst 5-Year Relative Performance | More
    06-27-17

    Lowest Expenses | More
    06-27-17

    Highest Expenses | More
    06-27-17

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tota Clark D. Wagner 15.00
    First Investors Tax Clark D. Wagner 14.00
    First Investors Tax Clark D. Wagner 13.60
    First Investors Tax Clark D. Wagner 13.60
    First Investors Tax Clark D. Wagner 13.60

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Long Dmitri Batsev 0.60
    First Investors Hedg Kent M. Stahl 0.90
    First Investors Bala Edwin D. Miska 1.10
    First Investors Inte Matthew Benkendorf 1.10
    First Investors Cove Wiley D. Angell 1.20