Dow Up 0.08% Nasdaq Down 0.30%

First Investors Opportunity Adv (FIVUX)

42.38 Down 0.20(0.47%) Sep 19
Prev Close:42.58
YTD Return*:6.11%
Net Assets*:887.99M
Yield*:N/A

* As of 31-Aug-14

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

Top Holdings

Symbol% AssetsYTD Return %
ACT.IR3.5436.35
PL1.9838.55
DLPH.L1.8318.18
URI1.7852.46
NUS1.76-68.81

Fund Basics

Morningstar Overall Rating:
Total Assets:887.99M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.98%

Performance & Risk

YTD Return:6.11%
5y Avg Return:19.95%
Rank in Category (ytd):65
% Rank in Category (ytd):16.62%
Beta (3y):1.26
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback