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  • 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

42.74 USD 0.24 0.56%

As of 09:29:30 ET on 05/29/2015.

Snapshot for First Investors Opportunity Fund (FIUSX)

Year To Date: +8.01% 3-Month: +2.89% 3-Year: +22.94% 52-Week Range: 35.66 - 43.15
1-Month: +3.29% 1-Year: +13.19% 5-Year: +18.61% Beta vs MID: 1.02

Mutual Fund Chart for FIUSX

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  • FIUSX:US 42.74
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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 2015-05-29) 42.74
Assets (M) (on 2015-05-29) 981.74
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 2014-12-31) 0.06
Dividend Yield (ttm) 6.45

Fees & Expenses for FIUSX

Front Load 5.75
Back Load 1.00
Current Mgmt Fee 0.72
Redemption Fee 0.00
12b1 Fee 0.30
Expense Ratio 1.01

Top Fund Holdings for FIUSX

Filing Date: 03/31/2015
Name Position Value % of Total
Actavis plc 105,000 31,250,100 3.263%
Delphi Automotive PLC 235,000 18,738,900 1.957%
Avago Technologies Ltd 145,000 18,412,100 1.923%
Prestige Brands Holdings Inc 424,600 18,211,094 1.902%
Gilead Sciences Inc 185,000 18,154,050 1.896%
McKesson Corp 80,000 18,096,000 1.890%
Thermo Fisher Scientific Inc 125,000 16,792,500 1.753%
iShares Core S&P Mid-Cap ETF 100,000 15,198,000 1.587%
United Rentals Inc 160,000 14,585,600 1.523%
iShares Russell 2000 ETF 116,000 14,424,600 1.506%

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

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