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First Investors Opportunity A (FIUSX)

39.33 Up 0.20(0.51%) Apr 17
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Prev Close:39.13
YTD Return*:-0.50%
Net Assets*:833.32M
Yield*:0.38%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FIUSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ACT.IR3.4224.54
NUS3.03-39.38
MCK2.139.22
DLPH.L1.7716.00
PBH1.71-23.55

Fund Basics

Morningstar Overall Rating:
Total Assets:833.32M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.28%

Performance & Risk

YTD Return:-0.50%
5y Avg Return:25.22%
Rank in Category (ytd):94
% Rank in Category (ytd):22.43%
Beta (3y):1.26
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in mid- and small-size companies that the fund's Adviser believes offer strong growth opportunities. It may continue to hold stocks of companies that grow into larger companies and may also invest opportunistically in larger companies. The fund attempts to stay broadly diversified, but it may emphasize certain industry sectors based upon economic and market conditions. It may sell a stock if it becomes fully valued, its fundamentals have deteriorated or alternative investments become more attractive. View More
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