First Investors Opportunity Fund

U.S. News evaluated 135 Mid-Cap 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 28.49 percent over the past year, 17.26 percent over the past three years, 22.08 percent over the past five years, and 10.07 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.1%
1 Year 28.5%
3 Years (Annualized) 17.3%
5 Years (Annualized) 22.1%
10 Years (Annualized) 10.1%

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Summary

The investment seeks long-term capital growth. The fund invests primarily in mid- and small-size companies that the fund's Adviser believes offer strong growth opportunities. It may continue to hold stocks of companies that grow into larger companies and may also invest opportunistically in larger companies. The fund attempts to stay broadly diversified, but it may emphasize certain industry sectors based upon economic and market conditions. It may sell a stock if it becomes fully valued, its fundamentals have deteriorated or alternative investments become more attractive.

Fees

Fees are Average compared to funds in the same category.
First Investors Opportunity Fund has an expense ratio of 0.85 percent.

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Risk

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

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