C000123970 Performance — First Investors Global Fund, Advisor Class
Data updated: 2019-12-13
In the 12 months to Sep 2019 the fund lost a net $230.6M, and assets reached $423.00M.
C000123970 Growth of $100
What $100 invested in First Investors Global Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Blend category average over the same months.
| Period | C000123970 | Category average |
|---|---|---|
| Since data start (Jul 2019 – Sep 2019) | $100 | $100 |
C000123970 Annual Returns
Calendar-year total returns of First Investors Global Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Jul–Sep) | +0.13% |
C000123970 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 | — | — | — | — | — | — | +1.3% | −1.4% | +0.3% | — | — | — |
C000123970 Risk
Risk measures from monthly returns over Jul 2019 – Sep 2019.
- Best month: +1.31% (Jul 2019)
- Worst month: −1.42% (Aug 2019)
C000123970 Fund Flows
Monthly money in and out of First Investors Global Fund, from SEC Form N-PORT.
- 12-month net flow: −$230.6M
- 12-month gross sales (incl. reinvestments): $9.4M
- Sales ÷ redemptions: 0.04×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2019 | $2.5M | $124.3M | −$121.8M |
| Aug 2019 | $3.6M | $75.4M | −$71.8M |
| Jul 2019 | $3.3M | $40.3M | −$37.0M |
C000123970 Assets Under Management
Net assets of First Investors Global Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2019-09-30 | $423.00M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.