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

First Investors Opportunity Fund

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FIVUX:US

41.57 USD 0.95 2.34%

As of 20:00:00 ET on 12/17/2014.

Snapshot for First Investors Opportunity Fund (FIVUX)

Year To Date: +0.92% 3-Month: -4.20% 3-Year: - 52-Week Range: 37.19 - 43.07
1-Month: -3.52% 1-Year: +4.52% 5-Year: - Beta vs MID: -

Mutual Fund Chart for FIVUX

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  • FIVUX:US 41.57
  • 1M
  • 1Y
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Fund Profile & Information for FIVUX

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: 04-03-2013 Telephone: 1-212-858-8000
Managers: EDWIN D MISKA / STEVEN SEAN HILL
Web Site: www.firstinvestors.com

Fundamentals for FIVUX

NAV (on 2014-12-17) 41.57
Assets (M) (on 2014-12-17) 870.82
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment -

Dividends for FIVUX

No dividends reported

Fees & Expenses for FIVUX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.73
Redemption Fee -
12b1 Fee 0.00
Expense Ratio 0.98

Top Fund Holdings for FIVUX

Filing Date: 09/30/2014
Name Position Value % of Total
Actavis plc 140,000 33,779,200 3.942%
Gilead Sciences Inc 185,000 19,693,250 2.298%
Protective Life Corp 252,200 17,505,202 2.043%
United Rentals Inc 155,000 17,220,500 2.010%
McKesson Corp 80,000 15,573,600 1.817%
Thermo Fisher Scientific Inc 125,000 15,212,500 1.775%
Delphi Automotive PLC 235,000 14,414,900 1.682%
Salix Pharmaceuticals Ltd 90,000 14,061,600 1.641%
FHLBDN 0 03/26/13 14,000 13,999,636 1.634%
Prestige Brands Holdings Inc 424,600 13,744,302 1.604%

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

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