First Investors Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return6.48-0.376.5313.37--
    Category Average7.07-1.098.2413.421.40
    Assets for Each Yr*9.099.3310.0411.4811.48
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.37 6.36 8.45

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,476 mil $1,000 81.98 18.02
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 44.22 1.22 Average
    International Stock 3.0 8.64 1.50 Above Avg
    Municipal Bond 3.5 13.59 1.02 Average
    Taxable Bond 2.4 19.44 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 5.88 0.81
    Newell Brands Inc* Consumer Defensive 4.40 0.74
    Apple Inc* Technology 4.64 0.73
    Microsoft Corp* Technology 4.75 0.65
    Philip Morris International Inc* Consumer Defensive -1.09 0.62
    Thermo Fisher Scientific Inc* Healthcare 10.69 0.62
    Honeywell International Inc* Industrials 3.72 0.59
    Johnson & Johnson* Healthcare 4.32 0.56
    Pfizer Inc* Healthcare 0.88 0.55
    The Home Depot Inc* Consumer Cyclical 3.64 0.55
    Cisco Systems Inc* Technology 7.47 0.52
    Centene Corp* Healthcare 8.52 0.51
    Altria Group Inc* Consumer Defensive -2.52 0.51
    Discover Financial Services* Financial Services 4.67 0.49
    Citizens Financial Group Inc* Financial Services 8.43 0.47
    Merck & Co Inc* Healthcare 4.25 0.46
    Western Digital Corp* Technology 4.51 0.45
    Tupperware Brands Corp* Consumer Cyclical 3.51 0.44
    US Bancorp* Financial Services 6.35 0.43
    Wells Fargo & Co* Financial Services 3.10 0.42

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.60
    First Investors Tax Clark D. Wagner 14.10
    First Investors Tax Clark D. Wagner 14.10
    First Investors Tax Clark D. Wagner 14.10
    First Investors Tax Clark D. Wagner 14.10

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Long Dmitri Batsev 1.10
    First Investors Hedg Kent M. Stahl 1.50
    First Investors Bala Edwin D. Miska 1.60
    First Investors Inte Matthew Benkendorf 1.70
    First Investors Cove Wiley D. Angell 1.80