First Investors Blue Chip B
110 Wall Street New York NY 10005
Map
Phone: 800-423-4026
| Category: | Large Blend | | Fund Family: | First Investors | | Net Assets: | 29.25M | | Year-to-Date Return: | -10.26% | | Yield: | 0.17% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jan-95 |
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Matthew S Wright
Lead Manager since
30-Jan-06 | | | Wright is portfolio manager with First Investors Management, his employer since February 1996. He first joined the firm as an equity analyst and was later appointed portfolio manager in September 1998. Previously, he was an analyst with Fuji Bank from May 1995 to January 1996. Prior to that, he was market editor with Bloomberg Magazine from June 1994 to April 1995 and editor reporter with Bloomberg Business News from September 1991 to June 1994. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return. The fund normally invests at least 80% of net assets in common stocks of "Blue Chip" companies. It defines "Blue Chip" companies as large, well-established companies that have market capitalizations of greater than $5 billion. The fund may invest all or a portion of their available cash in an affiliated unregistered money market fund (Unregistered Money Market Fund) without limit in accordance with SEC Rule 12d1-1. |
| Last Dividend
(30-Jun-08):
| 0.00 | | Last Cap Gain
(1-Nov-00):
| 3.30 | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 71.30% |
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| Expense | FBCBX | Category
Avg | | Total Expense Ratio: | 2.08%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 4.00%
| 2.63% | | 3 Yr Expense Projection*: |
$955 | $577 | | 5 Yr Expense Projection*: |
$1,324 | $877 | | 10 Yr Expense Projection*: |
$2,242 | $1,739 |
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