First Investors Global B
110 Wall Street New York NY 10005
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Phone: 800-423-4026
| Category: | World Stock | | Fund Family: | First Investors | | Net Assets: | 7.10M | | Year-to-Date Return: | 23.62% | | Yield: | 0.66% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jan-95 |
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Matthew E. Megargel
Lead Manager since
01-Nov-00 | | | Megargel is a senior vice president and partner of Wellington Management. He has served as a Portfolio Manager for the US equity portion of the Fund since 2000. Megargel became solely a portfolio manager with Wellington Management in 1991, and he joined the firm in 1983 as a research analyst and took on additional responsibilities as a portfolio manager in 1988. |
| 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-08):
| 0.03 | | Last Cap Gain
(7-Dec-07):
| 1.13 | | Annual Holdings Turnover
| 133.00% | | Average for Category:
| 91.32% |
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| Expense | FIBGX | Category
Avg | | Total Expense Ratio: | 2.40%
| 1.51% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | 4.00%
| 2.53% | | 3 Yr Expense Projection*: |
$ 1,055 | $729 | | 5 Yr Expense Projection*: |
$ 1,493 | $1,136 | | 10 Yr Expense Projection*: |
$ 2,591 | $2,279 |
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1.23% Nasdaq 
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