C000171865 Performance — First Investors Hedged U.S. Equity Opportunities Fund, Class A
Data updated: 2019-12-13
In the 12 months to Sep 2019 the fund lost a net $194.6M, and assets reached $123.81M.
C000171865 Growth of $100
What $100 invested in First Investors Hedged U.S. Equity Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Emerging Markets Equity category average over the same months.
| Period | C000171865 | Category average |
|---|---|---|
| Since data start (Jul 2019 – Sep 2019) | $101 | $97 |
C000171865 Annual Returns
Calendar-year total returns of First Investors Hedged U.S. Equity Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Jul–Sep) | +0.98% |
C000171865 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 | — | — | — | — | — | — | +0.5% | −0.1% | +0.6% | — | — | — |
C000171865 Risk
Risk measures from monthly returns over Jul 2019 – Sep 2019.
- Best month: +0.57% (Sep 2019)
- Worst month: −0.08% (Aug 2019)
C000171865 Fund Flows
Monthly money in and out of First Investors Hedged U.S. Equity Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: −$194.6M
- 12-month gross sales (incl. reinvestments): $8.6M
- Sales ÷ redemptions: 0.04×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2019 | $1.9M | $107.9M | −$106.0M |
| Aug 2019 | $2.5M | $66.3M | −$63.8M |
| Jul 2019 | $4.2M | $29.0M | −$24.8M |
C000171865 Assets Under Management
Net assets of First Investors Hedged U.S. Equity Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2019-09-30 | $123.81M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.