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    First Investors Opportunity Adv (FIVUX)

    42.62 Up 0.20(0.47%) Dec 19
    Prev Close:42.42
    YTD Return*:5.79%
    Net Assets*:888.52M
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ACT3.9457.27
    GILD2.3036.07
    PL2.0439.50
    URI2.0139.50
    MCK1.8231.15

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:888.52M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.90%

    Performance & Risk

    YTD Return:5.79%
    5y Avg Return:18.50%
    Rank in Category (ytd):72
    % Rank in Category (ytd):19.15%
    Beta (3y):1.23
    Morningstar Risk Rating:4

    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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