First Investors Total Return Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 7.51 7.51
Stocks 54.91 54.91
Bonds 27.37 27.37
Other 2.12 2.12
Foreign Bonds 3.82 3.82
Foreign Stocks 4.26 4.26
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
FNMA 1.625% --- --- 2.35
US Treasury Note 1.375% --- --- 1.8
Microsoft Corp MSFT 13.42 1.24
Gilead Sciences Inc GILD 13.57 1.18
Thermo Fisher Scientific Inc TMO 7.1 1.06
Actavis PLC ACT 33.33 1.06
International Business Machines Corp IBM 0.44 1.01
Apple Inc AAPL 17.82 0.94
Johnson & Johnson JNJ 17.08 0.92
Pfizer Inc PFE -0.1 0.92

Bond Ratings (%)

Updated 03.31.2014

Sector FITRX
AAA 27.9
AA 4.4
A 17.8
BBB 46.0
BB 1.7
B 0.0
Below B 0.0
Other 2.2

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