First Investors Select Fund Quote
FICIX Fund | USD 12.07 0.07 0.58% |
Performance17 of 100
| Odds Of DistressLess than 33
|
First Investors is trading at 12.07 as of the 28th of March 2024; that is -0.58 percent down since the beginning of the trading day. The fund's open price was 12.14. First Investors has about a 33 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for First Investors Select are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in large cap equity securities. The fund invests in a portfolio of approximately 35-45 common stocks that the funds sub-advisor believes offers the best potential for earnings growth with the lowest risk of negative earnings surprises.. More on First Investors Select
Moving together with First Mutual Fund
0.97 | FAFGX | American Funds | PairCorr |
0.99 | FFAFX | American Funds | PairCorr |
0.97 | GFACX | Growth Fund | PairCorr |
0.99 | GFAFX | Growth Fund | PairCorr |
0.97 | AGTHX | Growth Fund | PairCorr |
0.97 | CGFFX | Growth Fund | PairCorr |
Moving against First Mutual Fund
0.98 | USPSX | Profunds Ultrashort | PairCorr |
0.98 | USPIX | Profunds Ultrashort | PairCorr |
0.83 | UIPIX | Ultrashort Mid-cap | PairCorr |
First Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. First Investors' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding First Investors or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Cantor Funds, Large Growth Funds, Large Growth, Cantor (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 1st of February 2023 |
Fiscal Year End | September |
First Investors Select [FICIX] is traded in USA and was established 28th of March 2024. First Investors is listed under Cantor category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Cantor family. This fund currently has accumulated 288.33 M in assets under management (AUM) with no minimum investment requirementsFirst Investors Select is currently producing year-to-date (YTD) return of 10.18% with the current yeild of 0.0%, while the total return for the last 3 years was 11.92%.
Check First Investors Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as First Investors Select Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top First Investors Select Mutual Fund Constituents
HD | Home Depot | Stock | Consumer Discretionary |
PFE | Pfizer Inc | Stock | Health Care |
DECK | Deckers Outdoor | Stock | Consumer Discretionary |
ADP | Automatic Data Processing | Stock | Industrials |
SYY | Sysco | Stock | Consumer Staples |
COST | Costco Wholesale Corp | Stock | Consumer Staples |
PH | Parker Hannifin | Stock | Industrials |
First Investors Target Price Odds Analysis
Based on a normal probability distribution, the odds of First Investors jumping above the current price in 90 days from now is about 10.35%. The First Investors Select probability density function shows the probability of First Investors mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon First Investors Select has a beta of -0.008. This usually indicates as returns on benchmark increase, returns on holding First Investors are expected to decrease at a much lower rate. During the bear market, however, First Investors Select is likely to outperform the market. Additionally, first Investors Select has an alpha of 0.152, implying that it can generate a 0.15 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of First Investors to move above the current price in 90 days from now is about 10.35 (This First Investors Select probability density function shows the probability of First Mutual Fund to fall within a particular range of prices over 90 days) .
First Investors Select Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. First Investors market risk premium is the additional return an investor will receive from holding First Investors long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in First Investors. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although First Investors' alpha and beta are two of the key measurements used to evaluate First Investors' performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.522 | |||
Semi Deviation | 0.3607 | |||
Standard Deviation | 0.6769 | |||
Variance | 0.4582 |
First Investors Against Markets
Picking the right benchmark for First Investors mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in First Investors mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for First Investors is critical whether you are bullish or bearish towards First Investors Select at a given time. Please also check how First Investors' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in First Investors without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Instant RatingsDetermine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |
All Next | Launch Module |
How to buy First Mutual Fund?
Before investing in First Investors, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in First Investors. To buy First Investors fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of First Investors. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase First Investors fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located First Investors Select fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased First Investors Select fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as First Investors Select, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in First Investors Select?
The danger of trading First Investors Select is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of First Investors is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than First Investors. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile First Investors Select is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Investors Select. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Complementary Tools for First Mutual Fund analysis
When running First Investors' price analysis, check to measure First Investors' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy First Investors is operating at the current time. Most of First Investors' value examination focuses on studying past and present price action to predict the probability of First Investors' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move First Investors' price. Additionally, you may evaluate how the addition of First Investors to your portfolios can decrease your overall portfolio volatility.
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