First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return6.48-0.376.5313.37-0.49
    Category Average6.94-1.719.2912.510.24
    Assets for Each Yr*9.099.3310.0411.4811.25
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.49 4.73 6.67

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,247 mil $1,000 80.71 19.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 44.67 1.22 Average
    International Stock 3.0 8.92 1.50 Above Avg
    Municipal Bond 3.5 13.42 1.02 Average
    Taxable Bond 2.4 19.44 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.37 0.91
    JPMorgan Chase & Co* Financial Services -0.07 0.85
    Apple Inc* Technology 10.08 0.84
    Thermo Fisher Scientific Inc* Healthcare 10.12 0.81
    The Home Depot Inc* Consumer Cyclical 5.24 0.64
    Centene Corp* Healthcare 24.50 0.62
    Cisco Systems Inc* Technology 14.41 0.61
    Discover Financial Services* Financial Services -3.64 0.58
    Philip Morris International Inc* Consumer Defensive -22.01 0.57
    Citizens Financial Group Inc* Financial Services -0.86 0.56
    Pfizer Inc* Healthcare 2.68 0.51
    Intel Corp* Technology 15.03 0.46
    Honeywell International Inc* Industrials -5.13 0.45
    Altria Group Inc* Consumer Defensive -18.19 0.44
    Abbott Laboratories* Healthcare 9.51 0.43
    Wells Fargo & Co* Financial Services -9.81 0.43
    3M Co* Industrials -15.36 0.39
    Marathon Petroleum Corp* Energy 11.46 0.39
    American Express Co* Financial Services -1.39 0.38
    Sterling Bancorp* Financial Services -0.85 0.38

    Best 5-Year Relative Performance | More
    06-22-18

    Worst 5-Year Relative Performance | More
    06-22-18

    Lowest Expenses | More
    06-22-18

    Highest Expenses | More
    06-22-18

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.50
    First Investors Tax Clark D. Wagner 14.50
    First Investors Tax Clark D. Wagner 14.50
    First Investors Tax Clark D. Wagner 14.50
    First Investors Tax Clark D. Wagner 14.50

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tota Rajeev Sharma 0.50
    First Investors Bala Rajeev Sharma 0.60
    First Investors Limi Rodwell Chadehumbe 1.60
    First Investors Long Dmitri Batsev 1.60
    First Investors Grow Evan Snyder 1.70