FIUSX Rating, Research - First Investors Opportunity A

First Investors Opportunity A (fiusx)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

BUY

SWOT Statistics

Strengths + Opportunities = 37

Threats + Weaknesses = 19

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

Fund Management Team

Fund Description Update

First Investors Opportunity A (FIUSX) Description: FIUSX is a mutual fund, which is an investment that owns a basket of assets. The FIUSX 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. FIUSXs minimum initial investment amount is $1000 while the IRA minimum is $500. FIUSXs expense ratio is roughly 2%. The latest FIUSXs front end load was 6% and the back end load was 0%. The First Investors Opportunity A (FIUSX) mutual fund falls under the mid-cap mixed category. FIUSX focuses its investments in USA and FIUSX is not affiliated with a particular industry or fund sector. The First Investors Opportunity A (FIUSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FIUSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FIUSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of net assets in equity securities (see equity research) of small-cap and mid-cap companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500 Index, and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap Index. It may invest in equity securities (see equity research) of larger companies. The fund, from time to time, may have significant positions in particular sectors such as technology.


Management Analysis Update


Performance Analysis Update