First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------2.30
    Category Average7.00-1.869.6112.913.52
    Assets for Each Yr*8.768.929.5810.9711.25
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.30 8.56 7.05

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,252 mil $1,000 80.40 19.60
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 45.61 1.22 Average
    International Stock 3.2 9.15 1.50 Above Avg
    Municipal Bond 3.4 12.89 1.02 Average
    Taxable Bond 2.4 18.78 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 0.98
    JPMorgan Chase & Co* Financial Services 3.43 0.94
    Centene Corp* Healthcare 37.72 0.68
    Wells Fargo & Co* Financial Services -13.22 0.67
    Bank of America Corporation* Financial Services -2.61 0.60
    Honeywell International Inc* Industrials 1.63 0.56
    Intel Corp* Technology -2.23 0.45
    Johnson & Johnson* Healthcare -2.32 0.45
    Fleetcor Technologies Inc* Industrials 4.25 0.43
    Citigroup Inc* Financial Services -6.64 0.42
    US Bancorp* Financial Services -1.47 0.41
    Abbott Laboratories* Healthcare 21.29 0.40
    AT&T Inc* Communication Services -13.19 0.39
    PepsiCo Inc* Consumer Defensive -10.17 0.35
    Adobe Systems Inc* Technology 36.24 0.34
    Triton International Ltd Ordinar* Industrials -15.97 0.32
    PNC Financial Services Group Inc* Financial Services -7.09 0.31
    Comerica Inc* Financial Services 0.26 0.29
    Exxon Mobil Corp* Energy 0.44 0.29
    FMC Corp* Basic Materials -11.63 0.28

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Tax Clark D. Wagner 14.90
    First Investors Tax Clark D. Wagner 14.90
    First Investors Tax Clark D. Wagner 14.90
    First Investors Tax Clark D. Wagner 14.90
    First Investors Tax Clark D. Wagner 14.90

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 0.30
    First Investors Prem Wiley D. Angell 0.50
    First Investors Tota Rajeev Sharma 0.80
    First Investors Grow Evan Snyder 2.00
    First Investors Limi Rodwell Chadehumbe 2.00