First Investors Growth Fund Manager Performance Evaluation
| FGIPX Fund | USD 18.44 0.12 0.66% |
The fund shows a Beta (market volatility) of 0.72, which means possible diversification benefits within a given portfolio. As returns on the market increase, First Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding First Investors is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Investors Growth are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, First Investors showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of January 2025 | |
| Expense Ratio | 0.7700 |
First |
First Investors Relative Risk vs. Return Landscape
If you would invest 1,418 in First Investors Growth on November 17, 2025 and sell it today you would earn a total of 426.00 from holding First Investors Growth or generate 30.04% return on investment over 90 days. First Investors Growth is currently producing 0.4355% returns and takes up 1.5278% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than First, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First Investors Current Valuation
Undervalued
Today
Please note that First Investors' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. First Investors Growth shows a prevailing Real Value of $19.12 per share. The current price of the fund is $18.44. We determine the value of First Investors Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since First Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of First Mutual Fund. However, First Investors' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.44 | Real 19.12 | Hype 18.44 |
The intrinsic value of First Investors' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence First Investors' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of First Investors Growth helps investors to forecast how First mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of First Investors more accurately as focusing exclusively on First Investors' fundamentals will not take into account other important factors: First Investors Target Price Odds to finish over Current Price
The tendency of First Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.44 | 90 days | 18.44 | about 9.67 |
Based on a normal probability distribution, the odds of First Investors to move above the current price in 90 days from now is about 9.67 (This First Investors Growth probability density function shows the probability of First Mutual Fund to fall within a particular range of prices over 90 days) .
First Investors Price Density |
| Price |
Predictive Modules for First Investors
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as First Investors Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.First Investors Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. First Investors is not an exception. The market had few large corrections towards the First Investors' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold First Investors Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of First Investors within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.34 | |
β | Beta against Dow Jones | 0.72 | |
σ | Overall volatility | 1.53 | |
Ir | Information ratio | 0.22 |
First Investors Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of First Investors for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for First Investors Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Airbus SE - depositary receipt price target increased by 28.51 percent to 101.33 - MSN | |
| The fund retains 99.76% of its assets under management (AUM) in equities |
First Investors Fundamentals Growth
First Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of First Investors, and First Investors fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Mutual Fund performance.
| Price To Earning | 15.91 X | ||||
| Price To Book | 2.66 X | ||||
| Price To Sales | 1.46 X | ||||
| Total Asset | 271.14 M | ||||
About First Investors Performance
Evaluating First Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if First Investors has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Investors has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about First Investors Growth performance evaluation
Checking the ongoing alerts about First Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for First Investors Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Airbus SE - depositary receipt price target increased by 28.51 percent to 101.33 - MSN | |
| The fund retains 99.76% of its assets under management (AUM) in equities |
- Analyzing First Investors' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether First Investors' stock is overvalued or undervalued compared to its peers.
- Examining First Investors' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating First Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of First Investors' mutual fund. These opinions can provide insight into First Investors' potential for growth and whether the stock is currently undervalued or overvalued.
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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