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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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FIVUX:US

42.77 USD 0.48 1.12%

As of 19:59:59 ET on 04/20/2015.

Snapshot for First Investors Opportunity Fund (FIVUX)

Year To Date: +7.22% 3-Month: +10.01% 3-Year: - 52-Week Range: 35.95 - 43.07
1-Month: +0.16% 1-Year: +15.65% 5-Year: - Beta vs MID: 1.01

Mutual Fund Chart for FIVUX

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  • FIVUX:US 42.77
  • 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 2015-04-20) 42.77
Assets (M) (on 2015-04-20) 967.17
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment -

Dividends for FIVUX

Dividend Type Income
Dividend Frequency Irreg
Last Dividend Net (on 2014-12-31) 0.08
Dividend Yield (ttm) 6.50

Fees & Expenses for FIVUX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.72
Redemption Fee -
12b1 Fee 0.00
Expense Ratio 1.01

Top Fund Holdings for FIVUX

Filing Date: 12/31/2014
Name Position Value % of Total
Actavis plc 130,000 33,463,300 3.741%
FHLBDN 0 01/16/13 18,000 17,999,030 2.012%
Protective Life Corp 252,200 17,565,730 1.964%
Gilead Sciences Inc 185,000 17,438,100 1.949%
Delphi Automotive PLC 235,000 17,089,200 1.910%
McKesson Corp 80,000 16,606,400 1.856%
United Rentals Inc 155,000 15,811,550 1.768%
Thermo Fisher Scientific Inc 125,000 15,661,250 1.751%
Avago Technologies Ltd 150,000 15,088,500 1.687%
Prestige Brands Holdings Inc 424,600 14,742,112 1.648%

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

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