First Investors Opportunity Fund Quote
| FIVUX Fund | USD 39.93 0.31 0.77% |
Performance12 of 100
| Odds Of DistressLess than 19
|
First Investors is trading at 39.93 as of the 11th of December 2024; that is 0.77 percent down since the beginning of the trading day. The fund's open price was 40.24. First Investors has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2022 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests primarily in mid-size companies that the Manager believes offer attractive valuation and quality characteristics. The fund invests primarily in U.S. companies but may also invest in foreign companies that are listed in the U.S. It may invest in active or passive exchange-traded funds to gain exposure to such securities and up to 20 percent of its net assets in real estate investment trusts . More on First Investors Opportunity
Moving together with First Mutual Fund
| 0.94 | OASGX | Optimum Small Mid | PairCorr |
| 0.99 | OASVX | Optimum Small Mid | PairCorr |
| 0.66 | WASAX | Ivy Asset Strategy | PairCorr |
| 0.92 | WSGAX | Ivy Small Cap | PairCorr |
Moving against First Mutual Fund
First Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | September |
First Investors Opportunity [FIVUX] is traded in USA and was established 11th of December 2024. First Investors is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 591.01 M in assets under management (AUM) with no minimum investment requirementsFirst Investors Oppo is currently producing year-to-date (YTD) return of 21.05% with the current yeild of 0.01%, while the total return for the last 3 years was 8.3%.
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 Opportunity 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 Opportunity Mutual Fund Constituents
| SERV | Serve Robotics Common | Stock | Consumer Discretionary | |
| GPK | Graphic Packaging Holding | Stock | Materials | |
| AOS | Smith AO | Stock | Industrials | |
| TUP | Tupperware Brands | Stock | Consumer Discretionary | |
| NDAQ | Nasdaq Inc | Stock | Financials | |
| SSNC | SSC Technologies Holdings | Stock | Information Technology | |
| FISV | Fiserv Inc | Stock | Information Technology | |
| KEY | KeyCorp | Stock | Financials |
First Investors Oppo Risk Profiles
| Mean Deviation | 0.5948 | |||
| Semi Deviation | 0.3637 | |||
| Standard Deviation | 0.7977 | |||
| Variance | 0.6363 |
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.
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