First Investors Opportunity Fund Buy Hold or Sell Recommendation

FIVUX Fund  USD 36.52  0.14  0.38%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding First Investors Opportunity is 'Not Rated'. Macroaxis provides First Investors buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FIVUX positions. The advice algorithm takes into account all of First Investors' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting First Investors' buy or sell advice are summarized below:
Real Value
0.0
Hype Value
0.0
Market Value
36.52
Naive Value
36.72
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell First Investors Opportunity given historical horizon and risk tolerance towards First Investors. When Macroaxis issues a 'buy' or 'sell' recommendation for First Investors Opportunity, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out First Investors Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as First and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards First Investors Opportunity. 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 employment.

Execute First Investors Buy or Sell Advice

The First recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on First Investors Opportunity. Macroaxis does not own or have any residual interests in First Investors Opportunity or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute First Investors' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell First InvestorsBuy First Investors
Sell

Market Performance

GoodDetails

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon First Investors Opportunity has a Mean Deviation of 0.569, Semi Deviation of 0.6449, Standard Deviation of 0.7499, Variance of 0.5623, Downside Variance of 0.6876 and Semi Variance of 0.4159
First Investors advice module can be used to check and cross-verify current investment recommendation provided by analysts reviewing the fund's potential to grow using all of fundamental, technical, data market data available at the time. Use First Investors Oppo one year return and equity positions weight to ensure your buy or sell decision on First Investors Oppo is adequate.

First Investors Trading Alerts and Improvement Suggestions

The fund retains 99.39% of its assets under management (AUM) in equities

First Investors Returns Distribution Density

The distribution of First Investors' historical returns is an attempt to chart the uncertainty of First Investors' future price movements. The chart of the probability distribution of First Investors daily returns describes the distribution of returns around its average expected value. We use First Investors Opportunity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of First Investors returns is essential to provide solid investment advice for First Investors.
Mean Return
0.14
Value At Risk
-0.96
Potential Upside
1.27
Standard Deviation
0.75
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of First Investors historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

First Investors Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to First Investors or Delaware Funds by Macquarie sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that First Investors' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a First fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.14
β
Beta against NYSE Composite-0.05
σ
Overall volatility
0.75
Ir
Information ratio 0.01

First Investors Volatility Alert

First Investors Opportunity has low volatility with Treynor Ratio of -2.72, Maximum Drawdown of 3.96 and kurtosis of 2.38. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure First Investors' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact First Investors' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

First Investors Fundamentals Vs Peers

Comparing First Investors' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze First Investors' direct or indirect competition across all of the common fundamentals between First Investors and the related equities. This way, we can detect undervalued stocks with similar characteristics as First Investors or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of First Investors' fundamental indicators could also be used in its relative valuation, which is a method of valuing First Investors by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare First Investors to competition
FundamentalsFirst InvestorsPeer Average
Price To Earning16.89 X6.53 X
Price To Book2.15 X0.74 X
Price To Sales0.99 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return7.20 %0.39 %
One Year Return26.09 %4.15 %
Three Year Return7.59 %3.60 %
Five Year Return10.35 %3.24 %
Ten Year Return8.78 %1.79 %
Net Asset591.01 M4.11 B
Cash Position Weight0.61 %10.61 %
Equity Positions Weight99.39 %63.90 %

First Investors Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as First . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About First Investors Buy or Sell Advice

When is the right time to buy or sell First Investors Opportunity? Buying financial instruments such as First Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having First Investors in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Check out First Investors Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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Please note, there is a significant difference between First Investors' value and its price as these two are different measures arrived at by different means. Investors typically determine if First Investors is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Investors' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.