First Investors Growth Fund Quote
| FGINX Fund | USD 17.13 0.12 0.71% |
Performance14 of 100
| Odds Of DistressLess than 17
|
First Investors is trading at 17.13 as of the 26th of November 2024; that is 0.71% up since the beginning of the trading day. The fund's open price was 17.01. First Investors has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for First Investors Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
The fund primarily invests in common stocks that offer the potential for capital growth, current income or both. It primarily invests in common stocks of large-size companies. The fund may also invest in mid- and small-size companies. More on First Investors Growth
Moving together with First Mutual Fund
| 0.91 | OASGX | Optimum Small Mid | PairCorr |
| 0.98 | OASVX | Optimum Small Mid | PairCorr |
| 0.66 | WASAX | Ivy Asset Strategy | PairCorr |
| 0.83 | WSGAX | Ivy Small Cap | PairCorr |
Moving against First Mutual Fund
First Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Value Funds, Large Value, Delaware Funds by Macquarie, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | September |
First Investors Growth [FGINX] is traded in USA and was established 26th of November 2024. First Investors is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Value category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 1.21 B in assets under management (AUM) with no minimum investment requirementsFirst Investors Growth is currently producing year-to-date (YTD) return of 23.01% with the current yeild of 0.02%, while the total return for the last 3 years was 13.54%.
Check First Investors Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as First Investors Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top First Investors Growth Mutual Fund Constituents
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| HAL | Halliburton | Stock | Energy | |
| T | ATT Inc | Stock | Communication Services | |
| WFC | Wells Fargo | Stock | Financials | |
| MMC | Marsh McLennan Companies | Stock | Financials | |
| MRO | Marathon Oil | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology |
First Investors Growth Risk Profiles
| Mean Deviation | 0.5605 | |||
| Semi Deviation | 0.3794 | |||
| Standard Deviation | 0.7664 | |||
| Variance | 0.5874 |
First Investors Against Markets
Other Information on Investing in First Mutual Fund
First Investors financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Investors security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |