First Investors Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return6.48-0.436.5613.521.54
    Category Average6.94-1.769.3312.572.35
    Assets for Each Yr*9.099.269.9411.3511.38
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.54 6.03 6.85

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,384 mil $1,000 80.33 19.67
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 45.24 1.22 Average
    International Stock 3.0 9.03 1.50 Above Avg
    Municipal Bond 3.4 13.06 1.02 Average
    Taxable Bond 2.3 19.08 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 27.24 0.95
    JPMorgan Chase & Co* Financial Services 8.89 0.91
    The Home Depot Inc* Consumer Cyclical 4.27 0.66
    Wells Fargo & Co* Financial Services -0.99 0.65
    Centene Corp* Healthcare 42.46 0.65
    Bank of America Corporation* Financial Services 4.95 0.58
    Discover Financial Services* Financial Services 2.21 0.56
    Honeywell International Inc* Industrials 2.64 0.54
    Cisco Systems Inc* Technology 22.25 0.51
    Merck & Co Inc* Healthcare 24.44 0.48
    Pfizer Inc* Healthcare 19.02 0.46
    Citizens Financial Group Inc* Financial Services -1.38 0.46
    EOG Resources Inc* Energy 6.86 0.44
    Citigroup Inc* Financial Services -4.91 0.41
    Sterling Bancorp* Financial Services -6.87 0.41
    Verizon Communications Inc* Communication Services 6.86 0.40
    US Bancorp* Financial Services 0.58 0.40
    AT&T Inc* Communication Services -11.19 0.39
    Philip Morris International Inc* Consumer Defensive -17.41 0.38
    Walmart Inc* Consumer Defensive 0.67 0.38

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.70
    First Investors Tax Clark D. Wagner 14.70
    First Investors Tax Clark D. Wagner 14.70
    First Investors Tax Clark D. Wagner 14.70
    First Investors Tax Clark D. Wagner 14.70

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.10
    First Investors Prem Wiley D. Angell 0.40
    First Investors Tota Rajeev Sharma 0.60
    First Investors Bala Rajeev Sharma 0.80
    First Investors Long Dmitri Batsev 1.70