- Fund Type: Open-End Fund
- Objective: Growth-Mid Cap
- Asset Class: Equity
- Geographic Focus: U.S.
First Investors Opportunity Fund
+ Add to WatchlistFIUSX:US
35.30 USD 0.42 1.20%As of 09:29:30 ET on 05/17/2013.
Snapshot for First Investors Opportunity Fund (FIUSX)
| Year To Date: | +19.10% | 3-Month: | +9.05% | 3-Year: | +17.62% | 52-Week Range: | 25.43 - 35.30 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +9.09% | 1-Year: | +35.39% | 5-Year: | +6.91% | Beta vs MID: | 0.99 |
Fund Profile & Information for FIUSX
First Investors Opportunity Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital growth. The Fund invests in common stocks of companies with medium market capitalizations which offer the potential for substantial long-term growth.
| Inception Date: | 08-24-1992 | Telephone: | 1-212-858-8000 |
|---|---|---|---|
| Managers: | EDWIN D MISKA / STEVEN SEAN HILL | ||
| Web Site: | www.firstinvestors.com | ||
Fundamentals for FIUSX
| NAV | (on 2013-05-17) 35.30 |
|---|---|
| Assets (M) | (on 2013-04-23) 634.30 |
| Fund Leveraged | N |
| Minimum Investment | 1,000.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for FIUSX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | (on 2012-12-31) 0.25 |
| Dividend Yield (ttm) | 2.99 |
Fees & Expenses for FIUSX
| Front Load | 5.75 |
|---|---|
| Back Load | 1.00 |
| Current Mgmt Fee | 0.74 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.30 |
| Expense Ratio | 1.35 |
Top Fund Holdings for FIUSX
Filing Date: 09/28/2012| Name | Position | Value | % of Total |
|---|---|---|---|
| Agrium Inc | 110,000 | 11,380,600 | 2.096% |
| National Oilwell Varco Inc | 139,700 | 11,191,367 | 2.062% |
| Triumph Group Inc | 177,500 | 11,099,075 | 2.045% |
| Actavis Inc | 130,000 | 11,070,800 | 2.039% |
| TAL International Group Inc | 297,500 | 10,109,050 | 1.862% |
| TE Connectivity Ltd | 265,000 | 9,012,650 | 1.660% |
| NeuStar Inc | 225,000 | 9,006,750 | 1.659% |
| Sirona Dental Systems Inc | 155,000 | 8,828,800 | 1.626% |
| EnerSys Inc | 250,000 | 8,822,500 | 1.625% |
| Protective Life Corp | 331,300 | 8,683,373 | 1.600% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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