C000123964 Performance — First Investors Select Growth Fund, Institutional Class
Data updated: 2019-12-13
In the 12 months to Sep 2019 the fund lost a net $13.5M, and assets reached $657.14M.
C000123964 Growth of $100
What $100 invested in First Investors Select Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Growth category average over the same months.
| Period | C000123964 | Category average |
|---|---|---|
| Since data start (Jul 2019 – Sep 2019) | $98 | $99 |
C000123964 Annual Returns
Calendar-year total returns of First Investors Select Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Jul–Sep) | −1.74% |
C000123964 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% | −3.2% | +1.1% | — | — | — |
C000123964 Risk
Risk measures from monthly returns over Jul 2019 – Sep 2019.
- Best month: +1.10% (Sep 2019)
- Worst month: −3.20% (Aug 2019)
C000123964 Fund Flows
Monthly money in and out of First Investors Select Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$13.5M
- 12-month gross sales (incl. reinvestments): $83.4M
- Sales ÷ redemptions: 0.86×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2019 | $38.4M | $32.0M | $6.4M |
| Aug 2019 | $29.3M | $35.2M | −$5.9M |
| Jul 2019 | $15.7M | $29.7M | −$14.0M |
C000123964 Assets Under Management
Net assets of First Investors Select Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2019-09-30 | $657.14M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.