• Fund Type: Open-End Fund
  • Objective: Growth Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

First Investors Opportunity Fund

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FIUSX:US

41.36 USD 0.05 0.12%

As of 09:29:30 ET on 07/30/2014.

Snapshot for First Investors Opportunity Fund (FIUSX)

Year To Date: +3.17% 3-Month: +4.95% 3-Year: +17.79% 52-Week Range: 34.52 - 42.69
1-Month: -1.17% 1-Year: +18.17% 5-Year: +20.13% Beta vs MID: 0.97

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  • FIUSX:US 41.36
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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 2014-07-30) 41.36
Assets (M) (on 2014-07-30) 867.31
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 0.00

Dividends for FIUSX

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2013-12-31) 2.43
Dividend Yield (ttm) 6.26

Fees & Expenses for FIUSX

Front Load 5.75
Back Load 1.00
Current Mgmt Fee 0.73
Redemption Fee 0.00
12b1 Fee 0.30
Expense Ratio 1.28

Top Fund Holdings for FIUSX

Filing Date: 12/31/2013
Name Position Value % of Total
Actavis plc 170,000 28,560,000 3.423%
Nu Skin Enterprises Inc 183,000 25,294,260 3.032%
McKesson Corp 110,000 17,754,000 2.128%
Delphi Automotive PLC 245,000 14,731,850 1.766%
Prestige Brands Holdings Inc 399,500 14,302,100 1.714%
Protective Life Corp 275,000 13,931,500 1.670%
Thermo Fisher Scientific Inc 125,000 13,918,750 1.668%
Chicago Bridge & Iron Co NV 160,000 13,302,400 1.594%
NeuStar Inc 251,800 12,554,748 1.505%
Discover Financial Services 220,000 12,309,000 1.475%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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