First Investors Total Return Fund

Scorecard
3 / 5 Stars
Lipper
5 5 4 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 4.84 4.84
Stocks 54.59 54.59
Bonds 31.42 31.42
Other 0.14 0.14
Foreign Bonds 3.68 3.68
Foreign Stocks 5.33 5.33
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
US Treasury Note 1.375% --- --- 2.37
FNMA 1.625% --- --- 1.98
Nu Skin Enterprises, Inc. Class A NUS -46.02 1.23
Microsoft Corporation MSFT 1.74 1.15
Gilead Sciences Inc GILD 8.46 1.04
Thermo Fisher Scientific Inc TMO 10.78 1.01
International Business Machines Corp IBM -1.26 1.0
Apple Inc AAPL -5.38 1.0
CBS Corporation Class B CBS 3.47 0.96
Pfizer Inc PFE 5.26 0.89

Bond Ratings (%)

Updated 12.31.2013

Sector FITRX
AAA 32.3
AA 4.1
A 16.7
BBB 43.2
BB 1.6
B 0.0
Below B 0.0
Other 2.1