First Investors Opportunity A ( FIUSX ) a Zacks Ranked #2 (Buy) seeks long-term capital growth. FIUSX primarily invests in common stocks of companies with medium market capitalizations, which offer the potential for substantial long-term growth. While FIUSX primarily invests in U.S. companies, it may invest in securities of foreign companies. Under normal circumstances, FIUSX invests a major portion of its net assets in mid-capital stocks. Dividends and capital gains are distributed annually.
This Mid Blend fund, as of the last filing, allocates their fund in three major groups; Large Value, Small Growth, Large Growth. Further, as of the last filing, ALLERGAN PLC, GILEAD SCIENCES INC and DELPHI AUTOMOTIVE PLC were the top holdings for FIUSX.
The First Investors Opportunity A fund, managed by First Invstrs , carries an expense ratio of 1.20. Moreover, FIUSX requires a minimal initial investment of $1,000.
FIUSX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 16.84%, and 5 year 17.96%. To see how this fund performed compared in its category, please click here .
FIUSX's performance, as of the last filing, when compared to funds in its category was in the top 50% in 1 year, top 10% over the past 3 years, and in the 5% over the past 5 years.
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