First Investors Opportunity Fund Manager Performance Evaluation
| FIVUX Fund | USD 39.93 0.31 0.77% |
The fund shows a Beta (market volatility) of 1.0, which means possible diversification benefits within a given portfolio. First Investors returns are very sensitive to returns on the market. As the market goes up or down, First Investors is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in First Investors Opportunity are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, First Investors may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 30th of January 2023 | |
| Expense Ratio | 0.8600 |
First |
First Investors Relative Risk vs. Return Landscape
If you would invest 3,688 in First Investors Opportunity on September 12, 2024 and sell it today you would earn a total of 305.00 from holding First Investors Opportunity or generate 8.27% return on investment over 90 days. First Investors Opportunity is currently producing 0.1274% returns and takes up 0.8047% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than First, and 98% 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 Oppo shows a prevailing Real Value of $39.82 per share. The current price of the fund is $39.93. We determine the value of First Investors Oppo 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 39.93 | Real 39.82 | Hype 39.93 | Naive 39.3 |
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 Opportunity 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 Opportunity, 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 = 0.1583
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | FIVUX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average First Investors is performing at about 12% of its full potential. 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 it 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 | 16.89 X | |||
| Price To Book | 2.15 X | |||
| Price To Sales | 0.99 X | |||
| Total Asset | 37.56 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 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 . It may continue to hold stocks of companies that grow into larger companies and may also invest opportunistically in larger companies.Things to note about First Investors Oppo 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 Oppo 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 99.39% 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.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |