FISSX Rating, Research - First Investors Special Situations A

First Investors Special Situations A (fissx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 35

Threats + Weaknesses = 23

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fissx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

First Investors Special Situations A (FISSX) Description: FISSX is a mutual fund, which is an investment that owns a basket of assets. The FISSX mutual fund was provided by First Investors and this investment vehicle derives the majority of its value from equity holdings (stocks). First Investorss mutual fund has a medium management tenure and is in the average fund size classification. FISSXs minimum initial investment amount is $1000 while the IRA minimum is $500. FISSXs expense ratio is roughly 2%. The latest FISSXs front end load was 6% and the back end load was 0%. The First Investors Special Situations A (FISSX) mutual fund falls under the small mixed category. FISSX focuses its investments in USA and FISSX is not affiliated with a particular industry or fund sector. The First Investors Special Situations A (FISSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FISSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FISSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests primarily in common stocks (see stock research) of domestic and foreign issuers. It usually invests at least 80% of assets in stocks (see stock research) of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000® Index or the S&P SmallCap 600® Index). The fund allocates the assets across different market sectors, using different Fidelity managers.

Management Analysis Update

Performance Analysis Update