First Investors Select Fund Manager Performance Evaluation
| FICHX Fund | USD 15.44 0.08 0.52% |
The fund shows a Beta (market volatility) of 0.84, 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
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Investors Select are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, First Investors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of January 2022 | |
| Expense Ratio | 0.8600 |
First |
First Investors Relative Risk vs. Return Landscape
If you would invest 1,490 in First Investors Select on October 30, 2025 and sell it today you would earn a total of 54.00 from holding First Investors Select or generate 3.62% return on investment over 90 days. First Investors Select is currently producing 0.0627% returns and takes up 0.8233% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than First, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First Investors Current Valuation
Fairly Valued
Today
Please note that First Investors' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. First Investors Select shows a prevailing Real Value of $15.28 per share. The current price of the fund is $15.44. We determine the value of First Investors Select 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 15.44 | Real 15.28 | Hype 15.44 | Naive 15.41 |
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 Select 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 |
| 15.44 | 90 days | 15.44 | about 5.4 |
Based on a normal probability distribution, the odds of First Investors to move above the current price in 90 days from now is about 5.4 (This First Investors Select probability density function shows the probability of First Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon First Investors has a beta of 0.84. This usually indicates as returns on the market go up, First Investors average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding First Investors Select will be expected to be much smaller as well. Additionally First Investors Select has an alpha of 0.0244, implying that it can generate a 0.0244 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). 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 Select. 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 Select, 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 | 0.02 | |
β | Beta against Dow Jones | 0.84 | |
σ | Overall volatility | 0.28 | |
Ir | Information ratio | 0.02 |
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 Select can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 98.68% 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 | 17.84 X | ||||
| Price To Book | 3.70 X | ||||
| Price To Sales | 1.31 X | ||||
| Total Asset | 6.86 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in large cap equity securities. The fund invests in a portfolio of approximately 35-45 common stocks that the funds sub-advisor believes offers the best potential for earnings growth with the lowest risk of negative earnings surprises.Things to note about First Investors Select 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 Select help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.68% 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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