First Investors Growth Fund Quote

FGINX Fund  USD 15.08  0.17  1.11%   

Performance

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Odds Of Distress

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First Investors is trading at 15.08 as of the 22nd of March 2025; that is 1.11% down since the beginning of the trading day. The fund's open price was 15.25. First Investors has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund primarily invests in common stocks that offer the potential for capital growth, current income or both. It primarily invests in common stocks of large-size companies. The fund may also invest in mid- and small-size companies. More on First Investors Growth

Moving together with First Mutual Fund

  0.82IMAAX Ivy Apollo MultiPairCorr
  0.86WASAX Ivy Asset StrategyPairCorr

First Mutual Fund Highlights

Fund ConcentrationDelaware Funds by Macquarie Funds, Large Value Funds, Large Value, Delaware Funds by Macquarie, Large Value, Large Value (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
First Investors Growth [FGINX] is traded in USA and was established 22nd of March 2025. First Investors is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Value category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 1.21 B in assets under management (AUM) with no minimum investment requirementsFirst Investors Growth is currently producing year-to-date (YTD) return of 3.58% with the current yeild of 0.02%, while the total return for the last 3 years was 11.99%.
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 Growth 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 Growth Mutual Fund Constituents

AIGAmerican International GroupStockFinancials
CICigna CorpStockHealth Care
CAGConAgra FoodsStockConsumer Staples
ORCLOracleStockInformation Technology
CAHCardinal HealthStockHealth Care
MOAltria GroupStockConsumer Staples
EQREquity ResidentialStockReal Estate
XOMExxon Mobil CorpStockEnergy
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First Investors Growth Risk Profiles

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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