First Investors Special Situations Fund

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

#102 in Small Blend

U.S. News evaluated 229 Small 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 25.41 percent over the past year, 12.98 percent over the past three years, 18.27 percent over the past five years, and 9.37 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.7%
1 Year 25.4%
3 Years (Annualized) 13.0%
5 Years (Annualized) 18.3%
10 Years (Annualized) 9.4%

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Summary

The investment seeks long-term growth of capital. The fund invests primarily in common stocks of small-size companies that the fund's adviser believes are undervalued, and generally invests in companies that are experiencing a "special situation" that makes them undervalued relative to their long-term potential. Developments creating special situations may include mergers, spin-offs, litigation resolution, new products, or management changes. The fund may also invest in stocks of mid-size or large companies.

Fees

Fees are Above Average compared to funds in the same category.
First Investors Special Situations Fund has an expense ratio of 1.39 percent.

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Risk

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

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