First Investors Investment Grade B
110 Wall Street New York NY 10005
Map
Phone: 800-423-4026
| Category: | Intermediate-Term Bond | | Fund Family: | First Investors | | Net Assets: | 19.52M | | Year-to-Date Return: | -3.41% | | Yield: | 4.49% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jan-95 |
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Steve Chan
Lead Manager since
13-Mar-07 | | | Chan serves as co-portfolio manager. Prior to joining FIMCO in 2007, he was a vice president and served as a credit analyst at Spectrum Asset Management(2002-2007), a unit of the Principal Financial Group. Chan holds the Chartered Financial Analyst designation. |
| 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 to generate maximum level of income consistent with investment in investment grade debt securities. The fund primarily invests in investment grade securities. It normally invests at least 80% of net assets in investment grade debt securities, including bonds. The Fund may invest in a variety of different types of investment grade securities, including corporate bonds, securities issued or guaranteed by the U.S. Government or its agencies or instrumentalities, and mortgage-backed and asset-backed securities. |
| Last Dividend
(31-Jul-08):
| 0.03 | | Last Cap Gain
(29-Dec-00):
| 0.01 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 197.46% |
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| Expense | FIIHX | Category
Avg | | Total Expense Ratio: | 1.82%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.18% | | Max Deferred Sales Load: | 4.00%
| 2.70% | | 3 Yr Expense Projection*: |
$891 | $464 | | 5 Yr Expense Projection*: |
$1,226 | $716 | | 10 Yr Expense Projection*: |
$2,052 | $1,424 |
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