First Investors Opportunity B
110 Wall Street New York NY 10005 New York NY 10005
Map
Phone: 800-423-4026
| Category: | Mid-Cap Blend | | Fund Family: | First Investors | | Net Assets: | 42.15M | | Year-to-Date Return: | 0.48% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jan-95 |
|
Edwin D. Miska
Lead Manager since
16-Apr-02 | | | Mr. Miska is primarily responsible for managing the funds investments in stocks. Mr. Miska serves as a portfolio manager for the funds. Prior to joining FIMCO in 2002, Mr. Miska was a Senior Portfolio Manager and Managing Director of Evergreen Investment Management Corp. |
| 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 primarily in mid-cap stocks. It defines mid-cap stocks as stocks of issuers with market capitalizations between $500 million and the upper limit of the mid-cap stock definition used by Lipper, Inc. (Lipper) in classifying mutual funds. As of September 30, 2007, the Lipper mid-cap ceiling was $16.7 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
| N/A | | Last Cap Gain
(7-Dec-07):
| 2.80 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 106.14% |
|
| Expense | FIMBX | Category
Avg | | Total Expense Ratio: | 2.08%
| 1.37% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.33% | | Max Deferred Sales Load: | 4.00%
| 2.55% | | 3 Yr Expense Projection*: |
$952 | $606 | | 5 Yr Expense Projection*: |
$1,319 | $923 | | 10 Yr Expense Projection*: |
$2,231 | $1,852 |
|
|
0.65% Nasdaq 
0.27%
Profile
