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    First Investors Opportunity Instl (FIVVX)

    32.12 Up 0.50(1.58%) Feb 12
    Prev Close:31.62
    YTD Return*:-7.04%
    Net Assets*:862.26M
    Yield*:0.23%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for FIVVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AGN3.21N/A
    DLPH.L2.18N/A
    JAH2.07N/A
    TMO1.92N/A
    PBH1.80N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:862.26M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.78%

    Performance & Risk

    YTD Return:-7.04%
    5y Avg Return:10.27%
    Rank in Category (ytd):72
    % Rank in Category (ytd):15.79%
    Beta (3y):1.04
    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 invest in exchange-traded funds ("ETFs") to gain exposure to such securities. It may continue to hold stocks of companies that grow into larger companies and may also invest opportunistically in larger companies. View More
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