First Investors Opportunity Adv (FIVUX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.90%|
Performance & Risk
|5y Avg Return:||17.33%|
|Rank in Category (ytd):||74|
|% Rank in Category (ytd):||20.05%|
|Morningstar Risk Rating:||4|
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