First Investors Total Manager Performance
| FITVXDelisted Fund | USD 13.77 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0441, which means not very significant fluctuations relative to the market. 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
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days First Investors Total has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic 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| Fifty Two Week Low | 13.21 | |
| Fifty Two Week High | 18.06 |
First |
First Investors Relative Risk vs. Return Landscape
If you would invest 1,377 in First Investors Total on November 3, 2024 and sell it today you would earn a total of 0.00 from holding First Investors Total or generate 0.0% return on investment over 90 days. First Investors Total is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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
Overvalued
Today
Please note that First Investors' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. First Investors Total shows a prevailing Real Value of $12.78 per share. The current price of the fund is $13.77. We determine the value of First Investors Total 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 13.77 | Real 12.78 | Hype 13.77 | Naive 13.83 |
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 Total 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as First Investors Total, and traders can use it to determine the average amount a First Investors' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| FITVX |
Based on monthly moving average First Investors is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Investors by adding First Investors to a well-diversified portfolio.
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 | 15.92 X | |||
| Price To Book | 2.68 X | |||
| Price To Sales | 1.47 X | |||
| Total Asset | 421.2 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 allocates its assets among stocks , bonds and money market instruments. First Investors is traded on NASDAQ Exchange in the United States.Things to note about First Investors Total 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 Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| First Investors is not yet fully synchronised with the market data | |
| First Investors has a very high chance of going through financial distress in the upcoming years |
- 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.
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 real. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in First Mutual Fund
If you are still planning to invest in First Investors Total 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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |