First Investors Special Situations A
110 Wall Street New York NY 10005
Map
Phone: 800-423-4026
| Category: | Small Blend | | Fund Family: | First Investors | | Net Assets: | 248.14M | | Year-to-Date Return: | -3.75% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Sep-90 |
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Jason V. Ronovech
Lead Manager since
08-Aug-07 | | | Ronovech is vice president of Paradigm Funds Advisor LLC and has served as Co-Portfolio Managers of the Special Situations Fund since 2007. He has served as portfolio manager and analyst since 2005, with his employment since 2000 as an equity analyst. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund primarily invest in common stocks of smaller companies that have a new product or service, are in a position to benefit from some change in the economy, industry transformation, new law, new regulation or new technology. It may invest in stocks of companies with mid or large market caps. The fund may also emphasize certain industry sectors based on economic and market conditions. |
| Last Dividend
(31-Dec-08):
| 0.02 | | Last Cap Gain
(31-Dec-08):
| 0.53 | | Annual Holdings Turnover
| 55.00% | | Average for Category:
| 96.31% |
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| Expense | FISSX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.53% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.37% | | Max Deferred Sales Load: | %
| 2.41% | | 3 Yr Expense Projection*: |
$ 1,043 | $629 | | 5 Yr Expense Projection*: |
$ 1,390 | $1,005 | | 10 Yr Expense Projection*: |
$ 2,367 | $2,021 |
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1.52% Nasdaq 0.00%
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