First Investors Opportunity A
110 Wall Street New York NY 10005
Map
Phone: 800-423-4026
| Category: | Mid-Cap Blend | | Fund Family: | First Investors | | Net Assets: | 344.79M | | Year-to-Date Return: | 21.97% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Aug-92 |
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Edwin D. Miska
Lead Manager since
16-Apr-02 | | | Miska is primarily responsible for managing the funds investments in stocks. He has served as Co-Portfolio Manager of the Opportunity Fund since 2007, Portfolio Manager of the Growth & Income Fund and total return fund since 2002, and a portfolio manager for certain other First Investors Funds. Prior to joining FIMCO in 2002, Miska was a Senior Portfolio Manager and Managing Director of Evergreen Investment Management Corp. |
| 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 capital growth. The fund invests primarily in mid-size stocks that the fund?s adviser believes offer strong growth opportunities. It also may invest a material portion of its assets in stocks of smaller or larger companies. 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
(31-Dec-96):
| 0.04 | | Last Cap Gain
(31-Dec-08):
| 0.63 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 90.71% |
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| Expense | FIUSX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.36% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 993 | $623 | | 5 Yr Expense Projection*: |
$ 1,297 | $964 | | 10 Yr Expense Projection*: |
$ 2,158 | $1,949 |
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1.39% Nasdaq 
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