First Investors Select Growth Instl

The investment seeks long-term growth of capital.
The fund invests in a portfolio of approximately 40-45 common stocks that the fund's subadviser believes offers the best potential for earnings growth with the lowest risk of negative earnings surprises.

Key stats

Management firm  First Investors
Domicile  United States
Fund Administrator  First Investors Management Company, Inc
Global Branding Name  First Investors
Fund currency  USD
Launch Date  2013-04-03
ISIN  US32061M7469
SEDOL  B950GR6
Manager 1 Name  Stephen Smith
Manager 2 Name  John Brim
Fund Strategy  Large Growth
Benchmark  Russell 3000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  4.34%
Return - 2 Months  1.23 %
Return - 3 Months  5.87%
Return - 6 Months  8.66 %
Return - 9 months  13.81 %
Return - 12 Months  17.04%
Annualized return 24 months  0.00 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  22.22%
Return YTD  10.11%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $2,000,000
Maximum Managment Charge  0.75 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  First Investors Life Insurance
Contact Address 2  95 Wall Street
Contact Address 3  New York, NY, 10005
Contact city  New York
Contact country  United States
Fund Admin Group  First Investors
Web Address  www.firstinvestors.com
Custodian  Brown Brothers Harriman & Co
Phone  1 (800) 423-4026

Price

Last Price Date  2014-11-20
Pre-tax nav  11.83
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.01
Price change (percentage)  0.08 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

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