First Investors Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-0.566.9214.18-7.237.65
    Category Average-1.909.5313.34-5.637.74
    Assets for Each Yr*8.719.3510.7310.0410.14
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.65 6.15 4.52

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,141 mil $1,000 81.70 18.30
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 42.16 1.22 Average
    International Stock 3.4 10.28 1.49 Above Avg
    Municipal Bond 3.2 13.74 0.98 Average
    Taxable Bond 2.4 18.33 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 31.18 0.95
    Bank of America Corporation* Financial Services 14.61 0.67
    Alphabet Inc A* Technology 4.41 0.59
    Walmart Inc* Consumer Defensive 17.78 0.47
    United Technologies Corp* Industrials 18.60 0.39
    DowDuPont Inc* Basic Materials -9.22 0.37
    Ingersoll-Rand PLC* Industrials 37.47 0.36
    Eaton Corp PLC* Industrials 17.55 0.31
    The Home Depot Inc* Consumer Cyclical 19.35 0.31
    Sterling Bancorp* Financial Services 24.29 0.29
    Citigroup Inc* Financial Services 30.58 0.28
    Federal Realty Investment Trust* RealEstate 13.33 0.26
    Ross Stores Inc* Consumer Cyclical 21.45 0.25
    Baxter International Inc* Healthcare 19.45 0.24
    Citizens Financial Group Inc* Financial Services 19.48 0.24
    Lowe's Companies Inc* Consumer Cyclical 7.82 0.24
    AutoZone Inc* Consumer Cyclical 32.88 0.23
    Automatic Data Processing Inc* Industrials 26.62 0.23
    Zimmer Biomet Holdings Inc* Healthcare 15.73 0.22
    Bristol-Myers Squibb Company* Healthcare -7.37 0.21

    Best 5-Year Relative Performance | More
    06-13-19

    Worst 5-Year Relative Performance | More
    06-13-19

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Sele John D. Brim 11.50
    First Investors Fund Clinton J. Comeaux 9.40
    First Investors Tax Clark D. Wagner 8.70
    First Investors Tax Clark D. Wagner 8.40
    First Investors Oppo Steven S. Hill 8.00

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 1.00
    First Investors Prem Wiley D. Angell 1.20
    First Investors Tota Rajeev Sharma 1.40
    First Investors Hedg Gregg R. Thomas 1.70
    First Investors Limi Rodwell Chadehumbe 2.60