C000171867 Performance — First Investors Hedged U.S. Equity Opportunities Fund, Institutional Class

Data updated: 2019-12-13

In the 12 months to Sep 2019 the fund lost a net $194.6M, and assets reached $123.81M.

C000171867 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	C000171867	Category average
Since data start (Jul 2019 – Sep 2019)	$101	$97

C000171867 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)	+1.05%

C000171867 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	—	—	—	—	—	—	+0.6%	−0.2%	+0.7%	—	—	—

C000171867 Risk

Risk measures from monthly returns over Jul 2019 – Sep 2019.

Best month: +0.65% (Sep 2019)
Worst month: −0.16% (Aug 2019)

C000171867 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

C000171867 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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.