First Investors Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return6.48-0.376.5313.372.38
    Category Average7.07-1.098.2413.422.66
    Assets for Each Yr*9.099.3310.0411.4811.72
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.38 7.45 8.28

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,715 mil $1,000 81.57 18.43
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 44.82 1.22 Average
    International Stock 2.7 8.97 1.50 Above Avg
    Municipal Bond 3.5 13.08 1.02 Average
    Taxable Bond 2.4 19.00 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 1.46 1.04
    JPMorgan Chase & Co* Financial Services 8.24 0.90
    Microsoft Corp* Technology 7.45 0.86
    The Home Depot Inc* Consumer Cyclical -3.41 0.70
    Cisco Systems Inc* Technology 13.84 0.61
    Pfizer Inc* Healthcare -0.33 0.58
    Honeywell International Inc* Industrials 0.45 0.57
    Discover Financial Services* Financial Services 2.63 0.56
    Johnson & Johnson* Healthcare -7.02 0.55
    Philip Morris International Inc* Consumer Defensive -1.83 0.55
    Centene Corp* Healthcare -0.67 0.53
    Citizens Financial Group Inc* Financial Services 10.81 0.53
    Intel Corp* Technology 0.17 0.49
    Altria Group Inc* Consumer Defensive -10.47 0.46
    Fleetcor Technologies Inc* Industrials 5.83 0.46
    Ameriprise Financial Inc* Financial Services -5.46 0.45
    Merck & Co Inc* Healthcare -3.06 0.44
    AbbVie Inc* Healthcare 22.66 0.43
    American Express Co* Financial Services -1.47 0.43
    AT&T Inc* Communication Services -5.32 0.41

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Lowest Expenses | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.20
    First Investors Tax Clark D. Wagner 14.20
    First Investors Tax Clark D. Wagner 14.20
    First Investors Tax Clark D. Wagner 14.20
    First Investors Tax Clark D. Wagner 14.20

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Bala Edwin D. Miska 0.90
    First Investors Long Dmitri Batsev 1.20
    First Investors Hedg Kent M. Stahl 1.60
    First Investors Inte Matthew Benkendorf 1.80
    First Investors Cove Wiley D. Angell 1.90