First Investors Global A
110 Wall Street New York NY 10005
Map
Phone: 800-423-4026
| Category: | World Stock | | Fund Family: | First Investors | | Net Assets: | 248.88M | | Year-to-Date Return: | -25.52% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Nov-81 |
|
Matthew E. Megargel
Lead Manager since
01-Nov-00 | | | Megargel is a senior vice president and partner of Wellington Management, and joined the firm in 1983 as a research analyst and took on additional responsibilities as a portfolio manager in 1988. In 1991, he became solely a portfolio manager with Wellington Management. Megargel 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 |
|
| |
| The investment seeks long-term capital growth. The fund invests in a diversified portfolio of common stocks of companies that are located throughout the world. Under normal market conditions, it must allocate assets to at least three countries, including the United States. 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
(31-Oct-06):
| 0.05 | | Last Cap Gain
(7-Dec-07):
| 1.13 | | Annual Holdings Turnover
| 134.00% | | Average for Category:
| 62.58% |
|
| Expense | FIISX | Category
Avg | | Total Expense Ratio: | 1.70%
| 1.54% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,077 | $690 | | 5 Yr Expense Projection*: |
$1,442 | $1,082 | | 10 Yr Expense Projection*: |
$2,466 | $2,140 |
|
|
11.08% Nasdaq 0.00%
Profile
