First Investors Growth Fund Manager Performance Evaluation
| FGIPX Fund | USD 15.01 0.10 0.67% |
The fund shows a Beta (market volatility) of 0.93, which means possible diversification benefits within a given portfolio. First Investors returns are very sensitive to returns on the market. As the market goes up or down, First Investors is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in First Investors Growth are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, First Investors is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of January 2023 | |
| Expense Ratio | 0.7700 |
First |
First Investors Relative Risk vs. Return Landscape
If you would invest 1,432 in First Investors Growth on February 5, 2024 and sell it today you would earn a total of 69.00 from holding First Investors Growth or generate 4.82% return on investment over 90 days. First Investors Growth is currently producing 0.0757% returns and takes up 0.6551% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than First, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First Investors Current Valuation
Fairly Valued
Today
Please note that First Investors' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. First Investors Growth shows a prevailing Real Value of $15.01 per share. The current price of the fund is $15.01. We determine the value of First Investors Growth from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for First Investors Growth is useful when determining the fair value of the First mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of First Investors. Since First Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of First Mutual Fund. However, First Investors' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.01 | Real 15.01 | Hype 15.01 | Naive 15.23 |
The real value of First Mutual Fund, also known as its intrinsic value, is the underlying worth of First Investors Growth Mutual Fund, which is reflected in its stock price. It is based on First Investors' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of First Investors' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence First Investors' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of First Investors Growth helps investors to forecast how First mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of First Investors more accurately as focusing exclusively on First Investors' fundamentals will not take into account other important factors: First Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as First Investors Growth, and traders can use it to determine the average amount a First Investors' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1155
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| Cash | FGIPX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average First Investors is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Investors by adding it to a well-diversified portfolio.
First Investors Fundamentals Growth
First Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of First Investors, and First Investors fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Mutual Fund performance.
| Price To Earning | 15.91 X | |||
| Price To Book | 2.66 X | |||
| Price To Sales | 1.46 X | |||
| Total Asset | 12.34 M | |||
About First Investors Performance
To evaluate First Investors Growth Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when First Investors generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare First Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand First Investors Growth market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents First's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund primarily invests in common stocks that offer the potential for capital growth, current income or both. It primarily invests in common stocks of large-size companies. The fund may also invest in mid- and small-size companies.Things to note about First Investors Growth performance evaluation
Checking the ongoing alerts about First Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for First Investors Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.76% of its assets under management (AUM) in equities |
- Analyzing First Investors' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether First Investors' stock is overvalued or undervalued compared to its peers.
- Examining First Investors' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating First Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of First Investors' mutual fund. These opinions can provide insight into First Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Investors Growth. 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 american community survey. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.