First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-0.566.9214.18-7.2311.64
    Category Average-1.909.5313.34-5.6311.92
    Assets for Each Yr*8.719.3510.7310.0410.99
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 11.64 7.78 5.64

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,993 mil $1,000 80.61 19.39
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 44.74 1.22 Average
    International Stock 3.4 9.33 1.49 Above Avg
    Municipal Bond 3.2 12.74 0.98 Average
    Taxable Bond 2.3 19.32 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 30.65 0.68
    Verizon Communications Inc* Communication Services 4.21 0.61
    Pfizer Inc* Healthcare -2.96 0.48
    Walmart Inc* Consumer Defensive 9.90 0.47
    Exxon Mobil Corp* Energy 14.46 0.40
    DowDuPont Inc* Basic Materials -7.91 0.37
    Eaton Corp PLC* Industrials 18.60 0.31
    Sterling Bancorp* Financial Services 27.07 0.29
    CMS Energy Corp* Utilities 14.77 0.28
    Citigroup Inc* Financial Services 28.47 0.28
    Fleetcor Technologies Inc* Industrials 45.99 0.26
    FMC Corp* Basic Materials 17.24 0.26
    Tapestry Inc* Consumer Cyclical -6.14 0.25
    UnitedHealth Group Inc* Healthcare -4.59 0.25
    Ross Stores Inc* Consumer Cyclical 15.55 0.25
    Baxter International Inc* Healthcare 17.12 0.24
    Valero Energy Corp* Energy 16.41 0.24
    AutoZone Inc* Consumer Cyclical 17.06 0.23
    Take-Two Interactive Software In* Technology 4.48 0.22
    Texas Instruments Inc* Technology 17.20 0.22

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Sele John D. Brim 11.40
    First Investors Fund Clinton J. Comeaux 9.30
    First Investors Tax Clark D. Wagner 8.60
    First Investors Tax Clark D. Wagner 8.40
    First Investors Oppo Steven S. Hill 7.90

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.90
    First Investors Prem Wiley D. Angell 1.10
    First Investors Tota Rajeev Sharma 1.40
    First Investors Hedg Gregg R. Thomas 1.60
    First Investors Limi Rodwell Chadehumbe 2.50