3 / 5 Stars
3 2 4 2 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#128 in Small Blend
U.S. News evaluated 218 Small Blend 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 6.92 percent over the past year, 10.98 percent over the past three years, 6.72 percent over the past five years, and 10.24 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.5%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||6.7%|
|10 Years (Annualized)||10.2%|
The investment seeks long-term growth of capital. The fund primarily invests in common stocks of smaller size companies that have a new product or service, are in a position to benefit from some change in the economy, industry transformation, new law, new regulation or new technology, or are experiencing some other "special situation" that makes them undervalued relative to their long-term potential. It may also invest in stocks of mid-size or large companies. The fund may emphasize certain industry sectors based on economic and market conditions.
Fees are Above Average compared to funds in the same category.
First Investors Special Situations Fund has an expense ratio of 1.43 percent.
Risk is Low compared to funds in the same category according to Morningstar.