First Investors Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return17.066.48-0.376.537.33
    Category Average15.827.07-1.098.247.71
    Assets for Each Yr*8.489.099.3310.0410.81
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.33 5.41 8.13

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,809 mil $1,000 83.50 16.50
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 43.52 1.24 Average
    International Stock 3.5 8.44 1.53 Above Avg
    Municipal Bond 3.6 14.08 1.02 Average
    Taxable Bond 2.1 20.46 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 6.77 0.81
    Newell Brands Inc* Consumer Defensive 13.26 0.74
    Apple Inc* Technology 37.88 0.73
    Microsoft Corp* Technology 18.39 0.65
    Philip Morris International Inc* Consumer Defensive 28.99 0.62
    Thermo Fisher Scientific Inc* Healthcare 22.74 0.62
    Honeywell International Inc* Industrials 18.99 0.59
    Johnson & Johnson* Healthcare 16.90 0.56
    Pfizer Inc* Healthcare 4.40 0.55
    The Home Depot Inc* Consumer Cyclical 12.95 0.55
    Cisco Systems Inc* Technology 5.49 0.52
    Centene Corp* Healthcare 47.97 0.51
    Altria Group Inc* Consumer Defensive -3.11 0.51
    Discover Financial Services* Financial Services -16.08 0.49
    Citizens Financial Group Inc* Financial Services -6.62 0.47
    Merck & Co Inc* Healthcare 6.64 0.46
    Western Digital Corp* Technology 22.86 0.45
    Tupperware Brands Corp* Consumer Cyclical 11.23 0.44
    US Bancorp* Financial Services 1.77 0.43
    Wells Fargo & Co* Financial Services -3.92 0.42

    Best 5-Year Relative Performance | More
    08-17-17

    Worst 5-Year Relative Performance | More
    08-17-17

    Lowest Expenses | More
    08-17-17

    Highest Expenses | More
    08-17-17

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tota Clark D. Wagner 15.10
    First Investors Tax Clark D. Wagner 14.20
    First Investors Tax Clark D. Wagner 13.70
    First Investors Tax Clark D. Wagner 13.70
    First Investors Tax Clark D. Wagner 13.70

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Long Dmitri Batsev 0.70
    First Investors Hedg Kent M. Stahl 1.00
    First Investors Bala Edwin D. Miska 1.20
    First Investors Inte Matthew Benkendorf 1.30
    First Investors Cove Wiley D. Angell 1.40