| 22.26 Net Asset Value | +0.18% 1 Day | +11.97% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 2.29% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +6.88% | 3 years | +14.50% | |
| 3 months | +5.21% | 5 years | +5.85% | |
| 1 year | +17.44% | Since inception | +5.72% |
| FISBX | Category | |
|---|---|---|
| Performance 5-yr return | +5.85% | +7.67% |
| Expense ratio | 2.29% | 1.34% |
| Risk 5 year sharpe ratio | 0.38 | 0.38 |
| Net assets | $380.3M | $748.4M |
| Average market cap | $2.2B | $1.9B |
| Average P/E | 15.3 | 17.7 |
| Portfolio turnover | 41% | 41% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | First Investors |
| Fund manager & tenure | Jason Ronovech / 5 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 18.11% |
| Healthcare | 13.94% |
| Financial service | 13.82% |
| Energy | 10.81% |
| Consumer service | 10.60% |
| AVT Avnet Inc | 2.33% |
| MAA Mid-America Apartment Communities | 2.31% |
| RGC Regal Entertainment Group | 2.30% |
| LYV Live Nation Entertainment, Inc. | 2.23% |
| QLGC QLogic Corporation | 2.20% |
| MFA MFA Financial, Inc. | 2.14% |
| AHL Aspen Insurance Holdings Ltd. | 2.11% |
| MGLN Magellan Health Services, Inc. | 2.05% |
| MSCC Microsemi Corp | 2.00% |
| DECK Deckers Outdoor Corporation | 1.91% |
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