First Investors Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-0.566.9214.18-7.2312.36
    Category Average-1.909.5313.34-5.6312.67
    Assets for Each Yr*8.719.3510.7310.0410.45
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 12.36 7.65 5.04

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,449 mil $1,000 82.72 17.28
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 43.03 1.22 Average
    International Stock 3.4 10.40 1.49 Above Avg
    Municipal Bond 3.2 13.20 0.98 Average
    Taxable Bond 2.1 17.79 0.95 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 36.12 0.68
    Bank of America Corporation* Financial Services 20.74 0.67
    Medtronic PLC* Healthcare 10.26 0.60
    Procter & Gamble Co* Consumer Defensive 26.69 0.56
    Pfizer Inc* Healthcare -1.21 0.48
    Eli Lilly and Co* Healthcare -5.31 0.47
    Thermo Fisher Scientific Inc* Healthcare 30.18 0.47
    Walmart Inc* Consumer Defensive 24.17 0.47
    Lockheed Martin Corp* Industrials 42.78 0.45
    PepsiCo Inc* Consumer Defensive 22.34 0.44
    AT&T Inc* Communication Services 23.27 0.38
    Coca-Cola Co* Consumer Defensive 11.76 0.38
    Synopsys Inc* Technology 63.12 0.38
    Cadence Design Systems Inc* Technology 72.54 0.37
    Johnson & Johnson* Healthcare 5.50 0.37
    Philip Morris International Inc* Consumer Defensive 26.08 0.32
    WEC Energy Group Inc* Utilities 25.11 0.31
    Sterling Bancorp* Financial Services 31.50 0.29
    The Walt Disney Co* Consumer Cyclical 32.93 0.29
    CMS Energy Corp* Utilities 19.53 0.28

    Best 5-Year Relative Performance | More
    07-12-19

    Worst 5-Year Relative Performance | More
    07-12-19

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Sele John D. Brim 11.60
    First Investors Fund Clinton J. Comeaux 9.50
    First Investors Tax Clark D. Wagner 8.80
    First Investors Tax Clark D. Wagner 8.50
    First Investors Tax Clark D. Wagner 8.10

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    First Investors Glob Pedro V. Marcal 1.00
    First Investors Prem Wiley D. Angell 1.30
    First Investors Tota Rajeev Sharma 1.50
    First Investors Hedg Gregg R. Thomas 1.70
    First Investors Grow Evan Snyder 2.70