First Investors Financial Statements From 2010 to 2024
| FHELXDelisted Fund | USD 9.44 0.00 0.00% |
Check First Investors financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among First Investors' main balance sheet or income statement drivers, such as , as well as many indicators such as . First financial statements analysis is a perfect complement when working with First Investors Valuation or Volatility modules.
First |
First Investors Hedged Mutual Fund Three Year Return Analysis
First Investors' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current First Investors Three Year Return | 3.27 % |
Most of First Investors' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, First Investors Hedged is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, First Investors Hedged has a Three Year Return of 3.2667%. This is much higher than that of the First Investors family and significantly higher than that of the Long-Short Equity category. The three year return for all United States funds is notably lower than that of the firm.
First Investors Hedged Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining First Investors's current stock value. Our valuation model uses many indicators to compare First Investors value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across First Investors competition to find correlations between indicators driving First Investors's intrinsic value. More Info.First Investors Hedged is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 3.30 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the First Investors' earnings, one of the primary drivers of an investment's value.About First Investors Financial Statements
First Investors investors use historical fundamental indicators, such as First Investors' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in First Investors. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing in a broadly diversified portfolio of common stocks of any market capitalization while also investing in derivatives to help manage investment risk. First Investors is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Other Consideration for investing in First Mutual Fund
If you are still planning to invest in First Investors Hedged check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the First Investors' history and understand the potential risks before investing.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |