First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return6.61-0.486.7713.91-1.81
    Category Average7.00-1.869.6112.91-0.43
    Assets for Each Yr*8.768.929.5810.9710.69
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.81 5.57 5.21

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,690 mil $1,000 80.07 19.93
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 44.95 1.22 Average
    International Stock 3.1 8.93 1.50 Above Avg
    Municipal Bond 3.3 13.20 1.02 Average
    Taxable Bond 2.0 19.15 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-12-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -3.22 1.07
    Bank of America Corporation* Financial Services -15.11 0.67
    Cisco Systems Inc* Technology 26.29 0.63
    Pfizer Inc* Healthcare 25.68 0.62
    Wells Fargo & Co* Financial Services -18.61 0.60
    Citigroup Inc* Financial Services -22.70 0.51
    Medtronic PLC* Healthcare 20.33 0.51
    Honeywell International Inc* Industrials -4.59 0.49
    United Technologies Corp* Industrials -3.98 0.45
    Walmart Inc* Consumer Defensive -3.61 0.45
    EOG Resources Inc* Energy -2.99 0.43
    Abbott Laboratories* Healthcare 29.05 0.38
    Lockheed Martin Corp* Industrials -6.34 0.35
    Qualcomm Inc* Technology -6.04 0.35
    Altria Group Inc* Consumer Defensive -22.24 0.30
    ServiceMaster Global Holdings In* Industrials 16.01 0.28
    Tapestry Inc* Consumer Cyclical -15.46 0.28
    Brixmor Property Group Inc* RealEstate -7.34 0.27
    Halliburton Co* Energy -37.94 0.26
    Cadence Design Systems Inc* Technology 6.15 0.25

    Best 5-Year Relative Performance | More
    12-12-18

    Worst 5-Year Relative Performance | More
    12-12-18

    Lowest Expenses | More
    12-12-18

    Highest Expenses | More
    12-12-18

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 15.00
    First Investors Tax Clark D. Wagner 15.00
    First Investors Tax Clark D. Wagner 15.00
    First Investors Tax Clark D. Wagner 15.00
    First Investors Tax Clark D. Wagner 15.00

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.50
    First Investors Prem Wiley D. Angell 0.70
    First Investors Tota Rajeev Sharma 0.90
    First Investors Limi Rodwell Chadehumbe 2.10
    First Investors Grow Evan Snyder 2.20