C000141428 Performance — First Investors Limited Duration Bond Fund, Institutional Class
Data updated: 2019-12-13
In the 12 months to Sep 2019 the fund lost a net $119.2M, and assets reached $324.36M.
C000141428 Growth of $100
What $100 invested in First Investors Limited Duration Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Bond category average over the same months.
| Period | C000141428 | Category average |
|---|---|---|
| Since data start (Jul 2019 – Sep 2019) | $101 | $101 |
C000141428 Annual Returns
Calendar-year total returns of First Investors Limited Duration Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Jul–Sep) | +0.78% |
C000141428 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 | — | — | — | — | — | — | 0.0% | +0.8% | +0.1% | — | — | — |
C000141428 Risk
Risk measures from monthly returns over Jul 2019 – Sep 2019.
- Best month: +0.77% (Aug 2019)
- Worst month: −0.04% (Jul 2019)
C000141428 Fund Flows
Monthly money in and out of First Investors Limited Duration Bond Fund, from SEC Form N-PORT.
- 12-month net flow: −$119.2M
- 12-month gross sales (incl. reinvestments): $55.1M
- Sales ÷ redemptions: 0.32×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2019 | $9.1M | $83.3M | −$74.3M |
| Aug 2019 | $4.3M | $60.8M | −$56.5M |
| Jul 2019 | $41.8M | $30.2M | $11.6M |
C000141428 Assets Under Management
Net assets of First Investors Limited Duration Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2019-09-30 | $324.36M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.