2 / 5 Stars
2 3 5 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#167 in Large Value
U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.05 percent over the past year, 11.34 percent over the past three years, 19.16 percent over the past five years, and 6.69 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||6.7%|
The investment seeks total return. The fund invests, under normal market conditions, primarily in dividend-paying stocks of companies that the adviser believes are undervalued in the market relative to their long term potential. Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equities. It normally will diversify its assets among dividend-paying stocks of large-, mid- and small-size companies. The fund may also invest in stocks of companies of any size that do not pay dividends, but have the potential of paying dividends in the future if they appear to be undervalued.
Fees are Low compared to funds in the same category.
First Investors Equity Income Fund has an expense ratio of 1.28 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.