First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.48-0.376.5313.37-1.93
    Category Average6.94-1.719.2912.51-1.31
    Assets for Each Yr*9.099.3310.0411.4811.20
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.93 4.67 6.79

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,199 mil $1,000 80.60 19.40
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 43.64 1.22 Average
    International Stock 2.7 9.00 1.50 Above Avg
    Municipal Bond 3.5 13.54 1.02 Average
    Taxable Bond 2.1 19.73 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -1.70 1.04
    JPMorgan Chase & Co* Financial Services 5.28 0.90
    Microsoft Corp* Technology 11.55 0.86
    The Home Depot Inc* Consumer Cyclical -6.06 0.70
    Thermo Fisher Scientific Inc* Healthcare 13.79 0.68
    Cisco Systems Inc* Technology 16.74 0.61
    Pfizer Inc* Healthcare 2.07 0.58
    Honeywell International Inc* Industrials -1.33 0.57
    Discover Financial Services* Financial Services -4.23 0.56
    Johnson & Johnson* Healthcare -8.75 0.55
    Philip Morris International Inc* Consumer Defensive -19.22 0.55
    Centene Corp* Healthcare 9.66 0.53
    Citizens Financial Group Inc* Financial Services 0.52 0.53
    Intel Corp* Technology 12.28 0.49
    Triton International Ltd* Industrials -15.59 0.48
    Altria Group Inc* Consumer Defensive -18.88 0.46
    Fleetcor Technologies Inc* Industrials 8.58 0.46
    Ameriprise Financial Inc* Financial Services -14.72 0.45
    Merck & Co Inc* Healthcare 5.40 0.44
    AbbVie Inc* Healthcare -2.52 0.43

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.40
    First Investors Tax Clark D. Wagner 14.40
    First Investors Tax Clark D. Wagner 14.40
    First Investors Tax Clark D. Wagner 14.40
    First Investors Tax Clark D. Wagner 14.40

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tota Rajeev Sharma 0.30
    First Investors Bala Rajeev Sharma 0.40
    First Investors Long Dmitri Batsev 1.40
    First Investors Grow Evan Snyder 1.50
    First Investors Hedg Kent M. Stahl 1.70