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First Investors Total Return Fund

FBTRX:US
NASDAQ GM
19.35
USD
0.09
0.46%
As of 4/20/2018
Fund Type
Open-End Fund
52Wk Range
18.31 - 20.63
1 Yr Return
6.74%
YTD Return
-2.73%
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Previous Close
19.44
52Wk Range
18.31 - 20.63
1 Yr Return
6.63%
YTD Return
-2.73%
Fund Type
Open-End Fund
Objective
Dynamic Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 04/20/2018)
19.35
Total Assets (m USD) (on 10/10/2017)
923.314
Inception Date
01/12/1995
Last Dividend (on 03/27/2018)
0.0263
Dividend Indicated Gross Yield
0.54%
Fund Managers
EDWIN D MISKA / CLARK D WAGNER
Front Load Fee
0.00%
Back Load Fee
4.00%
Redemption Fee
0.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.69%
Expense Ratio
1.96%

Top Fund Holdings

Name Position Value % of Fund
181.29 k 15.51 m 1.65
89.61 k 15.16 m 1.61
124.68 k 13.33 m 1.41
57.90 k 10.99 m 1.17
78.30 k 10.94 m 1.16
141.55 k 10.11 m 1.07
94.61 k 10.00 m 1.06
260.90 k 9.99 m 1.06
52.23 k 9.90 m 1.05
97.40 k 9.42 m 1.00
Profile
First Investors Total Return Fund is an open-end fund incorporated in the USA. The Fund seeks high, long-term total investment return consistent with moderate investment risk investing at least 50% of its assets in stocks and at least 25% in bonds, cash and cash equivalents.
Address
First Investors Funds
40 Wall Street
New York, NY 10005-3830
USA
Phone
1-212-858-8000