C000123918 Performance — First Investors Fund for Income, Institutional Class
Data updated: 2019-12-13
In the 12 months to Sep 2019 the fund took in a net $3.7M, and assets reached $541.74M.
C000123918 Growth of $100
What $100 invested in First Investors Fund for Income grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Bond category average over the same months.
| Period | C000123918 | Category average |
|---|---|---|
| Since data start (Jul 2019 – Sep 2019) | $101 | $101 |
C000123918 Annual Returns
Calendar-year total returns of First Investors Fund for Income, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Jul–Sep) | +1.36% |
C000123918 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | — | — | — | — | — | — | +0.4% | +0.4% | +0.5% | — | — | — |
C000123918 Risk
Risk measures from monthly returns over Jul 2019 – Sep 2019.
- Best month: +0.46% (Sep 2019)
- Worst month: +0.44% (Aug 2019)
C000123918 Fund Flows
Monthly money in and out of First Investors Fund for Income, from SEC Form N-PORT.
- 12-month net flow: $3.7M
- 12-month gross sales (incl. reinvestments): $49.8M
- Sales ÷ redemptions: 1.08×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2019 | $28.4M | $12.5M | $15.9M |
| Aug 2019 | $13.3M | $17.9M | −$4.6M |
| Jul 2019 | $8.0M | $15.7M | −$7.6M |
C000123918 Assets Under Management
Net assets of First Investors Fund for Income by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2019-09-30 | $541.74M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.