First Investors Growth and Income Fund

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 27.23 percent over the past year, 15.35 percent over the past three years, 23.23 percent over the past five years, and 7.32 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.5%
1 Year 27.2%
3 Years (Annualized) 15.4%
5 Years (Annualized) 23.2%
10 Years (Annualized) 7.3%

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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 0.78 percent.

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Risk

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

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