First Investors Growth and Income Fund

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all First Investors funds

See full Large Blend rankings

See more fund rankings

Performance

The fund has returned 22.78 percent over the past year, 15.34 percent over the past three years, 21.63 percent over the past five years, and 7.49 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 0.3%
1 Year 22.8%
3 Years (Annualized) 15.3%
5 Years (Annualized) 21.6%
10 Years (Annualized) 7.5%

See more FGIPX performance

Summary

The investment seeks long-term growth of capital and current income. The fund primarily invests in common stocks that offer the potential for capital growth, current income or both. It primarily seeks to invest in common stocks of large-, mid-, and small-size companies that have a history of paying dividends. The fund generally uses a "bottom-up" approach to selecting investments.

Fees

Fees are Above Average compared to funds in the same category.
First Investors Growth and Income Fund has an expense ratio of 0.97 percent.

See more FGIPX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more FGIPX risk