First Investors Growth & Income B (FGIBX)
18.53
0.21(1.15%) May 17
| Prev Close: | 18.32 |
|---|
| YTD Return*: | 7.43% |
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| Net Assets*: | 1.35B |
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| Yield*: | 0.66% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for FGIBX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| IBM | 2.30 | 6.37 |
| MSFT | 1.86 | 5.50 |
| PM | 1.82 | 9.33 |
| AAPL | 1.76 | -18.61 |
| PFE | 1.70 | 10.17 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.35B |
| Category: | Large Blend |
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| Annual Report Expense Ratio (net): | 1.99% |
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Performance & Risk
| YTD Return: | 7.43% |
| 5y Avg Return: | 4.79% |
| Rank in Category (ytd): | 18 |
| % Rank in Category (ytd): | 1.05% |
| Beta (3y): | 1.11 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks long-term growth of capital and current income.
The fund primarily invests in common stocks that offer the potential for capital growth, current income or both. It primarily seeks to invest in common stocks of large-, mid-, and small-size companies that have a history of paying dividends. The fund generally uses a "bottom-up" approach to selecting investments.
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