First Investors Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return17.066.48-0.376.5312.51
    Category Average15.827.07-1.098.2412.50
    Assets for Each Yr*8.489.099.3310.0411.36
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 12.51 5.94 8.34

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,360 mil $1,000 82.43 17.57
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 44.48 1.24 Average
    International Stock 3.0 8.57 1.53 Above Avg
    Municipal Bond 3.5 13.50 1.02 Average
    Taxable Bond 2.3 19.62 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 25.12 0.81
    Newell Brands Inc* Consumer Defensive -28.69 0.74
    Apple Inc* Technology 48.36 0.73
    Microsoft Corp* Technology 37.99 0.65
    Philip Morris International Inc* Consumer Defensive 19.95 0.62
    Thermo Fisher Scientific Inc* Healthcare 33.53 0.62
    Honeywell International Inc* Industrials 35.00 0.59
    Johnson & Johnson* Healthcare 24.91 0.56
    Pfizer Inc* Healthcare 13.98 0.55
    The Home Depot Inc* Consumer Cyclical 39.45 0.55
    Cisco Systems Inc* Technology 28.19 0.52
    Centene Corp* Healthcare 79.33 0.51
    Altria Group Inc* Consumer Defensive 8.58 0.51
    Discover Financial Services* Financial Services 4.18 0.49
    Citizens Financial Group Inc* Financial Services 18.94 0.47
    Merck & Co Inc* Healthcare -3.21 0.46
    Western Digital Corp* Technology 22.10 0.45
    Tupperware Brands Corp* Consumer Cyclical 23.96 0.44
    US Bancorp* Financial Services 9.44 0.43
    Wells Fargo & Co* Financial Services 10.42 0.42

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Highest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.50
    First Investors Tax Clark D. Wagner 14.00
    First Investors Tax Clark D. Wagner 14.00
    First Investors Tax Clark D. Wagner 14.00
    First Investors Tax Clark D. Wagner 14.00

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Long Dmitri Batsev 1.00
    First Investors Hedg Kent M. Stahl 1.40
    First Investors Bala Edwin D. Miska 1.50
    First Investors Inte Matthew Benkendorf 1.60
    First Investors Cove Wiley D. Angell 1.70