3 / 5 Stars
5 5 4 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#64 in Moderate Allocation
U.S. News evaluated 233 Moderate Allocation 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 15.77 percent over the past year, 11.32 percent over the past three years, 13.40 percent over the past five years, and 7.12 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||7.1%|
The investment seeks high, long-term total investment return consistent with moderate investment risk. The fund allocates its assets among stocks, bonds and money market instruments. While the percentage of assets allocated to each asset class is flexible rather than fixed, it normally invests at least 50% of its net assets in stocks and at least 35% in bonds, cash and money market instruments. The fund's investments in stocks are normally diversified among common stocks of large-, mid- and small-size companies that offer the potential for capital growth, current income, or both.
Fees are Above Average compared to funds in the same category.
First Investors Total Return Fund has an expense ratio of 1.26 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.