First Investors Global A
110 Wall Street New York NY 10005
Map
Phone: 800-423-4026
| Category: | World Stock | | Fund Family: | First Investors | | Net Assets: | 250.98M | | Year-to-Date Return: | -4.04% | | Yield: | 0.17% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Nov-81 |
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Matthew C. Megargel
Lead Manager since
01-Nov-00 | | | Megargel is a senior vice president and partner at Wellington Management Company, his employer since 1983. Previously, he spent two years with Exxon Office Systems. Megargel holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund invests in a diversified portfolio of common stocks of companies that are located throughout the world. Under normal market conditions, it must allocate assets to at least three countries, including the United States. The Fund primarily invests in securities that trade in larger or more established markets but also may invest (to a lesser degree) in smaller, less-developed or emerging markets. It primarily invests in stocks of companies that are considered large to medium in size (measured by market capitalization) but also may invest in smaller companies when it views them as attractive alternatives. |
| Last Dividend
(31-Dec-09):
| 0.01 | | Last Cap Gain
(7-Dec-07):
| 1.13 | | Annual Holdings Turnover
| 141.00% | | Average for Category:
| 93.35% |
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| Expense | FIISX | Category
Avg | | Total Expense Ratio: | 1.70%
| 1.53% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.34% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 1,086 | $722 | | 5 Yr Expense Projection*: |
$ 1,457 | $1,131 | | 10 Yr Expense Projection*: |
$ 2,496 | $2,275 |
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1.52% Nasdaq 0.00%
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