First Investors Total Return A
110 Wall Street New York NY 10005
Map
Phone: 800-423-4026
| Category: | Moderate Allocation | | Fund Family: | First Investors | | Net Assets: | 315.01M | | Year-to-Date Return: | 15.13% | | Yield: | 2.42% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Apr-90 |
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Clark D. Wagner
Lead Manager since
30-Oct-95 | | | Wagner is the director of Fixed Income and has served as the Portfolio Manager of the Government Fund since 1995. He also serves as Portfolio Manager and Co-Portfolio Manager for certain other First Investors Funds and has been a Portfolio Manager with FIMCO since 1991. Previously, Wagner spent three years as a vice president with General Electric Investment Corporation, and two years as a senior trader with American Express Company. He also worked at National Westminster Bank USA. |
| 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 high, long-term total investment return consistent with moderate investment risk. The fund allocates assets among stocks, bonds and money market instruments. It normally invests at least 50% of net assets in stocks and at least 35% in bonds, cash and cash equivalents. While the Fund invests primarily in securities that are traded in the U.S., it may also invest in securities that are traded in foreign markets. |
| Last Dividend
(30-Sep-09):
| 0.06 | | Last Cap Gain
(7-Dec-07):
| 0.35 | | Annual Holdings Turnover
| 59.00% | | Average for Category:
| 81.32% |
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| Expense | FITRX | Category
Avg | | Total Expense Ratio: | 1.34%
| 1.02% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 975 | $631 | | 5 Yr Expense Projection*: |
$ 1,267 | $951 | | 10 Yr Expense Projection*: |
$ 2,095 | $1,858 |
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0.18% Nasdaq 
0.42%
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