First Investors Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-0.566.9214.18-7.235.24
    Category Average-1.999.8013.13-5.835.93
    Assets for Each Yr*8.719.3510.7310.0410.51
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 5.24 7.45 5.27

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,513 mil $1,000 79.70 20.30
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 44.11 1.22 Average
    International Stock 3.1 9.00 1.49 Above Avg
    Municipal Bond 3.1 13.37 0.96 Average
    Taxable Bond 2.0 19.77 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-15-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 8.94 0.98
    Cisco Systems Inc* Technology 14.84 0.64
    Bank of America Corporation* Financial Services 18.14 0.61
    Verizon Communications Inc* Communication Services -0.81 0.61
    Wells Fargo & Co* Financial Services 7.79 0.54
    Johnson & Johnson* Healthcare 5.68 0.49
    American Express Co* Financial Services 13.06 0.48
    AT&T Inc* Communication Services 8.55 0.45
    Honeywell International Inc* Industrials 16.05 0.45
    PepsiCo Inc* Consumer Defensive 4.91 0.42
    DowDuPont Inc* Basic Materials 1.42 0.40
    Eli Lilly and Co* Healthcare 6.40 0.39
    Union Pacific Corp* Industrials 23.16 0.38
    EOG Resources Inc* Energy 15.20 0.34
    Sterling Bancorp* Financial Services 22.90 0.33
    Altria Group Inc* Consumer Defensive -1.32 0.32
    Exxon Mobil Corp* Energy 15.16 0.32
    Ingersoll-Rand PLC* Industrials 14.80 0.30
    Comcast Corp Class A* Communication Services 10.93 0.29
    Allergan PLC* Healthcare 4.60 0.28

    Best 5-Year Relative Performance | More
    02-15-19

    Worst 5-Year Relative Performance | More
    02-15-19

    Lowest Expenses | More
    02-15-19

    Highest Expenses | More
    02-15-19

    Longest Manager Tenure | More
    02-15-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 15.20
    First Investors Sele John D. Brim 11.20
    First Investors Fund Clinton J. Comeaux 9.10
    First Investors Tax Clark D. Wagner 8.40
    First Investors Tax Clark D. Wagner 8.10

    Shortest Manager Tenure | More
    02-15-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.60
    First Investors Prem Wiley D. Angell 0.90
    First Investors Tota Rajeev Sharma 1.10
    First Investors Hedg Gregg R. Thomas 1.30
    First Investors Grow Evan Snyder 2.30