C000123920 Performance — First Investors Investment Grade Fund, Institutional Class
Data updated: 2019-12-13
In the 12 months to Sep 2019 the fund lost a net $116.5M, and assets reached $398.27M.
C000123920 Growth of $100
What $100 invested in First Investors Investment Grade Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Corporate Bond category average over the same months.
| Period | C000123920 | Category average |
|---|---|---|
| Since data start (Jul 2019 – Sep 2019) | $103 | $102 |
C000123920 Annual Returns
Calendar-year total returns of First Investors Investment Grade Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Jul–Sep) | +2.74% |
C000123920 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 | — | — | — | — | — | — | −0.7% | +2.9% | +0.5% | — | — | — |
C000123920 Risk
Risk measures from monthly returns over Jul 2019 – Sep 2019.
- Best month: +2.94% (Aug 2019)
- Worst month: −0.70% (Jul 2019)
C000123920 Fund Flows
Monthly money in and out of First Investors Investment Grade Fund, from SEC Form N-PORT.
- 12-month net flow: −$116.5M
- 12-month gross sales (incl. reinvestments): $22.6M
- Sales ÷ redemptions: 0.16×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2019 | $4.7M | $59.0M | −$54.2M |
| Aug 2019 | $8.4M | $47.1M | −$38.7M |
| Jul 2019 | $9.5M | $33.0M | −$23.5M |
C000123920 Assets Under Management
Net assets of First Investors Investment Grade Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2019-09-30 | $398.27M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.