First Investors Select Fund Quote
| FICHX Fund | USD 13.94 0.09 0.65% |
Performance21 of 100
| Odds Of DistressLess than 15
|
First Investors is trading at 13.94 as of the 4th of December 2024; that is 0.65 percent up since the beginning of the trading day. The fund's open price was 13.85. First Investors has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for First Investors Select are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in large cap equity securities. The fund invests in a portfolio of approximately 35-45 common stocks that the funds sub-advisor believes offers the best potential for earnings growth with the lowest risk of negative earnings surprises.. More on First Investors Select
Moving together with First Mutual Fund
| 0.95 | OASGX | Optimum Small Mid | PairCorr |
| 0.97 | OASVX | Optimum Small Mid | PairCorr |
| 0.67 | WASAX | Ivy Asset Strategy | PairCorr |
| 0.92 | WSGAX | Ivy Small Cap | PairCorr |
Moving against First Mutual Fund
First Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Growth Funds, Large Growth, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of January 2022 |
| Fiscal Year End | September |
First Investors Select [FICHX] is traded in USA and was established 4th of December 2024. First Investors is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 334.16 M in assets under management (AUM) with no minimum investment requirementsFirst Investors Select is currently producing year-to-date (YTD) return of 27.36% with the current yeild of 0.0%, while the total return for the last 3 years was 8.15%.
Check First Investors Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as First Investors Select Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top First Investors Select Mutual Fund Constituents
| ADP | Automatic Data Processing | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| ANET | Arista Networks | Stock | Information Technology | |
| BAX | Baxter International | Stock | Health Care | |
| FTNT | Fortinet | Stock | Information Technology | |
| CNC | Centene Corp | Stock | Health Care | |
| SYY | Sysco | Stock | Consumer Staples | |
| AZO | AutoZone | Stock | Consumer Discretionary |
First Investors Select Risk Profiles
| Mean Deviation | 0.6557 | |||
| Semi Deviation | 0.6822 | |||
| Standard Deviation | 0.9008 | |||
| Variance | 0.8115 |
First Investors Against Markets
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.
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