First Investors Special Situations B
110 Wall Street New York NY 10005
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Phone: 800-423-4026
| Category: | Small Value | | Fund Family: | First Investors | | Net Assets: | 13.59M | | Year-to-Date Return: | -5.58% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jan-95 |
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Jason V. Ronovech
Lead Manager since
08-Aug-07 | | | Ronovech is vice president of Paradigm Funds Advisor LLC, with his employment since 2000 as an equity analyst, and has served as portfolio manager and analyst since 2005. Ronovech 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 long-term growth of capital The fund seeks to invest in common stocks of companies that have a new product or service, are in a position to benefit from some change in the economy, industry transformation, new law, new regulation or new technology. It may invest in stocks of companies with mid or large market caps. 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):
| 1.22 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 81.86% |
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| Expense | FISBX | Category
Avg | | Total Expense Ratio: | 2.16%
| 1.51% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 4.00%
| 2.67% | | 3 Yr Expense Projection*: |
$1,011 | $705 | | 5 Yr Expense Projection*: |
$1,425 | $1,079 | | 10 Yr Expense Projection*: |
$2,462 | $2,091 |
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1.49% Nasdaq 
0.27%
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