Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

First Investors Special Situations Class B (FISBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests primarily in common stocks of small-size companies that the fund's adviser believes are undervalued, and generally invests in companies that are experiencing a "special situation" that makes them undervalued relative to their long-term potential. Developments creating special situations may include mergers, spin-offs, litigation resolution, new products, or management changes. The fund may also invest in stocks of mid-size or large companies. It also may invest in exchange-traded funds ("ETFs") to gain exposure to stocks.


1 month+2.93% 3 years+12.82%
3 months+1.44% 5 years+9.81%
1 year+1.02% Since inception+6.18%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.81%+10.94%
Expense ratio2.18%1.24%
Risk 5 year sharpe ratio0.790.77
Net assets$506.7M$798.4M
Average market cap$2.9B$2.6B
Average P/E19.419.7
Portfolio turnover55%55%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFirst Investors
Fund manager & tenureSteven Hill / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock89.91%
International stock1.33%
Fixed income0.75%
Top 5 Sectors
Portfolio weighting
Industrial materials 18.11%
Healthcare 13.94%
Financial service 13.82%
Energy 10.81%
Consumer service 10.60%
Top 10 Holdings
Portfolio weighting
AFG American Financial Group Inc2.11%
KRE SPDR® S&P Regional Banking ETF2.00%
XLF Financial Select Sector SPDR® Fund1.86%
R Ryder System Inc1.83%
JAH Jarden Corp1.61%
SNA Snap-On Inc1.55%
CNC Centene Corp1.50%
IWM iShares Russell 2000 ETF1.43%
AOS A. O. Smith Corp1.42%
ATR Aptargroup Inc1.34%