First Investors Total Return Fund

U.S. News evaluated 247 Moderate Allocation 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 15.78 percent over the past year, 10.90 percent over the past three years, 16.00 percent over the past five years, and 6.55 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.4%
1 Year 15.8%
3 Years (Annualized) 10.9%
5 Years (Annualized) 16.0%
10 Years (Annualized) 6.6%

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Summary

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

Fees are Above Average compared to funds in the same category.
First Investors Total Return Fund has an expense ratio of 0.82 percent.

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Risk

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

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