First Investors Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return6.48-0.436.5613.52-0.66
    Category Average6.94-1.769.3312.570.39
    Assets for Each Yr*9.099.269.9411.3511.18
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.66 5.30 7.08

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,176 mil $1,000 80.38 19.62
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 44.76 1.22 Average
    International Stock 3.0 8.95 1.50 Above Avg
    Municipal Bond 3.4 13.43 1.02 Average
    Taxable Bond 2.1 19.40 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 13.86 0.95
    JPMorgan Chase & Co* Financial Services 1.03 0.95
    Microsoft Corp* Technology 24.23 0.87
    The Home Depot Inc* Consumer Cyclical 5.92 0.68
    Citizens Financial Group Inc* Financial Services -5.19 0.55
    Discover Financial Services* Financial Services -8.23 0.55
    Honeywell International Inc* Industrials -2.85 0.55
    Philip Morris International Inc* Consumer Defensive -19.65 0.54
    Johnson & Johnson* Healthcare -8.62 0.52
    AbbVie Inc* Healthcare 2.64 0.43
    Altria Group Inc* Consumer Defensive -16.12 0.42
    Wells Fargo & Co* Financial Services -7.47 0.41
    Bank of America Corporation* Financial Services -2.47 0.38
    Sterling Bancorp* Financial Services -6.34 0.38
    3M Co* Industrials -13.37 0.37
    Merck & Co Inc* Healthcare 13.47 0.37
    Walmart Inc* Consumer Defensive -10.14 0.37
    Tapestry Inc* Consumer Cyclical 6.73 0.36
    PNC Financial Services Group Inc* Financial Services -3.10 0.34
    Wyndham Worldwide Corp* Consumer Cyclical -8.62 0.34

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.60
    First Investors Tax Clark D. Wagner 14.60
    First Investors Tax Clark D. Wagner 14.60
    First Investors Tax Clark D. Wagner 14.60
    First Investors Tax Clark D. Wagner 14.60

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.00
    First Investors Tota Rajeev Sharma 0.50
    First Investors Bala Rajeev Sharma 0.70
    First Investors Long Dmitri Batsev 1.60
    First Investors Grow Evan Snyder 1.70