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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-1.35% 3 years+6.34%
3 months+9.65% 5 years+9.17%
1 year+27.88% Since inception+6.38%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.17%+13.52%
Expense ratio2.15%1.22%
Risk 5 year sharpe ratio0.830.98
Net assets$576.2M$958.1M
Average market cap$3.1B$2.9B
Average P/E19.622.7
Portfolio turnover39%39%

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Fund Management and Purchase Info

Fund familyFirst Investors
Fund manager & tenureSteven Hill / 3 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock94.02%
International stock3.18%
Fixed income0.93%
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 Inc2.01%
KRE SPDR® S&P Regional Banking ETF1.93%
CNC Centene Corp1.85%
TSE Trinseo SA1.73%
ARRS Arris International PLC1.64%
SNA Snap-On Inc1.63%
HRC Hill-Rom Holdings Inc1.61%
AOS A. O. Smith Corp1.59%
OA Orbital ATK Inc1.59%
NWL Newell Brands Inc1.57%