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What goes up

  • Aug 22, 2019

Should U.S. investors be worried about negative interest rates? Our CIO, Clark Wagner, weighs in on the topic.

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Investment Perspectives: Finding unexpected growth

  • Jul 16, 2019

Here is an update on this year's equity markets and the First Investors Funds Select Growth Funds.

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Investments: A look ahead

  • Jul 11, 2019

In our latest, A look ahead, our FIMCO investment team checks in on their five themes for 2019 and provides their asset class views over the near term.

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Investment perspectives: The one-armed economist

  • Jun 18, 2019

Here is an update on this year’s equity markets and the First Investors Hedged US Equity Opportunities Fund.

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Market insights: Who wins in a trade war?

  • Jun 03, 2019

Investors seem to think that a U.S.-China trade resolution is on the horizon but Clark Wagner, CIO, is not as sure as he discusses possible fallout in his latest Market insights.

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Market insights: A shift to risk on

  • May 07, 2019

Clark Wagner, CIO, thinks investors are shifting assets into riskier places.

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Investment perspectives: Why consider shorter duration today?

  • Apr 17, 2019

Rod Chadehumbe shares his thoughts on financial markets and the First Investors Limited Duration Bond Fund.

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Investments: A look ahead

  • Apr 11, 2019

In our latest, A look ahead, our FIMCO investment team looks at their five themes for 2019 and provides their asset class views over the near term.

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Market insights: Stocks roar back

  • Mar 08, 2019

Clark Wagner, CIO, looks at the three drivers for the recent stock comeback.

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International equity observations: Brexit primer

  • Mar 05, 2019

We think there are four main scenarios to consider relating to a potential UK departure from the EU. Regardless of which occurs, the UK has likely already suffered some permanent damage.

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Investment perspectives: Using a covered call strategy in today's market

  • Mar 04, 2019

Our First Investors Covered Call Strategy Fund offers investors upside capture potential. Senior Portfolio Manager Wiley Angell discusses its recent performance, investment style and current positioning.

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Investment outlook 2019: Mostly cloudy with a chance of severe thunderstorms

  • Dec 27, 2018

The FIMCO Investment Committee provides their weather forecast for 2019 along with thoughts on the major asset classes.

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Market insights: Optimism versus inertia

  • Sep 24, 2018

Clark Wagner, CIO, thinks now is an opportune moment for investors to revisit their portfolio allocations.

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Investment perspectives: Clarity in an often misunderstood world

  • Sep 01, 2018

Pat Tucci, CFA, Portfolio Manager, thinks that choosing between income-focused and total return approaches in the municipal fund world is based entirely on the investor’s needs and preferences. Read his complete thoughts here.

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Market insights: Don't fear the FAANGs

  • Aug 22, 2018

Our CIO, Clark Wagner, looks at FAANGs and considers a market with narrow leadership.

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Market pulse: Recent Supreme Court rulings and their impact on state governments

  • Jul 01, 2018

Elza Carter, Senior Municipal Analyst, provides an update on three recent Supreme Court decisions in our inaugural Market pulse, a series in which our investment professionals provide quick observations on financial and non-financial events of note.

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2018 Midyear outlook: Shifting sands

  • Jul 01, 2018

The market’s complexion has changed but our CIO, Clark Wagner, and our investment heads think that certain sectors may yet outperform in the second half of 2018.

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Market insights: Is there a new sweet spot in fixed income?

  • May 01, 2018

Our CIO, Clark Wagner, suggests the short end of the yield curve may offer investors an opportunity.

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Market insights: When will the equity cycle end?

  • Apr 01, 2018

Is there still life in the U.S. stock market? Our CIO, Clark Wagner, gives his assessment of the patient.

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Investment perspectives: Keep calm and stay in munis

  • Apr 01, 2018

Patrick Tucci, CFA, Portfolio Manager, explains the municipal ratio and why equilibrium may be still missing from the municipal market.

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First Investors Funds Joint Proxy Statement/Prospectus

  • Jul 30, 2019

Read the Joint Proxy Statement/Prospectus in which it describes that FIMCO (Foresters Investment Management Company, Inc.), investment adviser to First Investors Funds have entered into agreement with Macquarie Management Holdings, Inc., will acquire FIMCO’s asset management business.

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First Investors Funds second quarter 2019 distributions

  • Jun 30, 2019

A list of First Investors Funds which paid Monthly and Quarterly dividends as of June 30, 2019.

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Morningstar Ratings

  • Aug 31, 2019

Browse our mutual funds that have five-, four- or three-star overall rating as of August 31, 2019.

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First Investors Covered Call Strategy Fund

Investment Objective: Long-term capital appreciation.

Morningstar Category: Option based

Investment Strategy: The Fund invests in a portfolio of equity securities and writes (sells) call options on those securities.

Fact Sheet

2019 Second Quarter Fund Commentary

Sales Flyer

Client brochure

 

First Investors Equity Income Fund

Investment Objective & Strategy: The Fund seeks total return.

Morningstar Category: U.S. Fund Large

Fact Sheet

First Investors Fund For Income

Investment Objective & Strategy: The Fund seeks high current income.

Morningstar Category: High Yield

Fact Sheet

2019 Second Quarter Fund Commentary

First Investors Global Fund

Investment Objective & Strategy: The Fund seeks long-term capital growth.

Morningstar Category: World Large Stock

Fact Sheet

2019 Second Quarter Fund Commentary

First Investors Hedged U.S. Equity Opportunities Fund

Investment Objective: Total return, and secondarily, capital preservation. 

Morningstar Category: Option based

Investment Strategy: The Fund will seek to achieve its investment objective by investing in a broadly diversified portfolio of U.S. common stocks of any market capitalization, while also investing in derivatives  to help manage investment risk.

Fact sheet

2019 Second Quarter Fund Commentary

Investor Flyer

Sales Flyer

Client brochure

First Investors International Fund

Investment Objective & Strategy: The Fund primarily seeks long-term capital growth.

Morningstar Category: Foreign Large Growth

Fact Sheet

First Investors Investment Grade Fund

Investment Objective & Strategy: The Fund seeks to generate a maximum level of income consistent with investment in investment grade debt securities.

Morningstar Category: U.S. Fund Corporate Bond

Fact Sheet

First Investors Limited Duration Bond Fund

Investment Objective & Strategy: The Fund seeks current income consistent with low volatility of principal.

Morningstar Category: Short-Term Bond

Fact Sheet

2019 Second Quarter Fund Commentary

Investor Flyer

Client brochure

Sales Idea - Yield curve inversion

Sales Idea - Market volatility

Sales Idea - Late Stage Market

First Investors Opportunity Fund

Investment Objective & Strategy: The Fund seeks long-term capital growth.

Morningstar Category: Mid-Cap Blend

Fact Sheet 

2019 First Quarter Fund Commentary

First Investors Premium Income Fund

Investment Objective: The Fund seeks to generate income

Morningstar Category: Option based

Investment Strategy: The Fund invests in a portfolio of equity securities and writes (sells) call options on those securities. Under normal circumstances, the Fund will write (sell) call options on a majority of its total assets. Typically, all of the call options written (sold) by the Fund are expected to be "in the money" at the time they are written (sold). The Fund's call option writing strategy is designed to generate income and lower the overall risk profile of the Fund's portfolio.

Fact Sheet

2019 Second Quarter Fund Commentary

Sales Flyer

 

First Investors Select Growth Fund

Investment Objective & Strategy: The Fund seeks long-term growth of capital. The Fund invests in approximately 40-45 common stocks that the Fund’s subadviser believes offer the best potential for earnings growth with the lowest risk of negative earnings surprises.

Morningstar Category: Large Growth 

Fact Sheet

2019 Second Quarter Fund Commentary

Investor Flyer

First Investors Special Situations Fund

Investment Objective: Long-term growth of capital.

Morningstar Category: Small Value

Investment Strategy: The Fund invests primarily in common stocks of small-size companies that the Fund’s adviser Foresters Investment Management Company, Inc. believes are undervalued, and generally invests in companies that are experiencing a “special situation” that makes them undervalued relative to their long-term potential. Developments creating special situations may include mergers, spin-offs, litigation resolution, new products or management changes. The Fund may also invest in stocks of mid-size or large companies. The Fund also may invest in exchange-traded funds (ETFs) to gain exposure to stocks.

Fact Sheet

2019 First Quarter Fund Commentary

Investor Flyer

 

First Investors Tax Exempt Income Fund

Investment Objective & Strategy:  A high level of interest income that is exempt from federal income tax.

Morningstar Category: Muni National Intermediate

Fact Sheet

2019 Second Quarter Fund Commentary

Investor Flyer

Sales Idea

First Investors Tax Exempt Opportunities Fund

First Investors Tax Exempt Opportunities Fund

Investment Objective & Strategy: The Fund seeks a high level of interest income that is exempt from federal income tax and secondarily total return.

Morningstar Category: Muni National Long

Fact Sheet

2019 Second Quarter Fund Commentary

Investor Flyer

First Investors Mutual Funds Menu

First Investors mutual funds provide a wide variety of financial solutions designed to meet the needs of today’s investors.

Funds Menu

Sales Charges and Commissions flyer

  • Apr 01, 2019

A comprehensive listing of the latest Sales Charges and Commissions for the First Investor Funds and their respective share classes. As of April 1, 2019. 

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Munis in Focus: Active Management in the First Investors Tax Exempt Income Fund.  Clark Wagner, President, Foresters Investment Management Company, Inc. and Chief Investment Officer, Foresters Financial.

Beta budget – risk measurement.  Wiley D. Angell, Portfolio Manager, First Investors Covered Call Strategy Fund and CIO, FAMCO Group Ziegler Capital Management, LLC  

Using active management in a covered call strategy.  Wiley D. Angell, Portfolio Manager, First Investors Covered Call Strategy Fund and CIO, FAMCO Group Ziegler Capital Management, LLC  

Discover how high yield bonds can diversify your portfolio.  Clinton Comeaux, Co-Portfolio Manager, First Investors Fund For Income and Portfolio Manager, Muzinich