First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return6.48-0.376.5313.37-1.91
    Category Average6.94-1.719.2912.51-1.11
    Assets for Each Yr*9.099.3310.0411.4811.20
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.91 4.64 6.54

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,200 mil $1,000 80.63 19.37
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 43.56 1.22 Average
    International Stock 2.7 9.01 1.50 Above Avg
    Municipal Bond 3.5 13.42 1.02 Average
    Taxable Bond 2.4 19.73 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 10.90 0.94
    JPMorgan Chase & Co* Financial Services 4.97 0.94
    Microsoft Corp* Technology 13.63 0.86
    Thermo Fisher Scientific Inc* Healthcare 13.29 0.76
    Cisco Systems Inc* Technology 14.44 0.70
    The Home Depot Inc* Consumer Cyclical -0.57 0.68
    Pfizer Inc* Healthcare 0.28 0.58
    Centene Corp* Healthcare 14.37 0.58
    Intel Corp* Technology 17.20 0.56
    Citizens Financial Group Inc* Financial Services 0.05 0.55
    Discover Financial Services* Financial Services 0.86 0.54
    Honeywell International Inc* Industrials -2.30 0.54
    Philip Morris International Inc* Consumer Defensive -22.56 0.54
    Johnson & Johnson* Healthcare -10.48 0.52
    American Express Co* Financial Services 2.40 0.45
    AbbVie Inc* Healthcare 11.31 0.43
    Altria Group Inc* Consumer Defensive -21.24 0.41
    Ameriprise Financial Inc* Financial Services -15.77 0.40
    Abbott Laboratories* Healthcare 9.11 0.40
    Wells Fargo & Co* Financial Services -10.20 0.40

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.40
    First Investors Tax Clark D. Wagner 14.40
    First Investors Tax Clark D. Wagner 14.40
    First Investors Tax Clark D. Wagner 14.40
    First Investors Tax Clark D. Wagner 14.40

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tota Rajeev Sharma 0.40
    First Investors Bala Rajeev Sharma 0.50
    First Investors Limi Rodwell Chadehumbe 1.50
    First Investors Long Dmitri Batsev 1.50
    First Investors Grow Evan Snyder 1.60