Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | FISSX Insights | FISSX Score | FISSX Performance | FISSX Manager | FISSX News | FISSX Allocation | FISSX Holdings Change

Mutual Fund Insights: First Investors Special Situations A Fund (FISSX)

In-depth Analysis of First Investors Special Situations A Fund (FISSX)

Mutual fund chart: First Investors Special Situations A Fund (FISSX)

3 months
6 months
1 year
3 year
5 year

See First Investors Special Situations A Fund (FISSX) performance details as of January 31, 2010

  

    Last Trade: $20.84 on 3/17/2010, Change: +0.14 (0.68%)
Experiment our closing price forecasting tool for First Investors Special Situations A Fund (FISSX) (alpha release)

  

Fund Manager - Jason V. Ronovech

Fund Manager Tenure: 2.6 years   [Similar Funds: FISBX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Ronovech is vice president of Paradigm Funds Advisor LLC and has served as Co-Portfolio Managers of the Special Situations Fund since 2007. He has served as portfolio manager and analyst since 2005, with his employment since 2000 as an equity analyst.  Get more insights on Jason V. Ronovech

  

What we like about First Investors Special Situations A Fund (FISSX) What we like about First Investors Special Situations A Fund (FISSX)

Data for First Investors Special Situations A Fund (FISSX) as of January 31, 2010

  • First Investors Special Situations A Fund (FISSX) has good mid-term performance (3-year return -4.40% vs -7.80% Small Blend category average)
  • First Investors Special Situations A Fund (FISSX) has good Long-term performance (5-year return 2.97% vs 0.36% Small Blend category average)
  • First Investors Special Situations A Fund (FISSX) ratio of up-years vs down years is greater than 2
  • First Investors Special Situations A Fund (FISSX) has an annual stock turnover rate of 55.00% vs Small Blend average of 96.31%. It is good that First Investors Special Situations A management does not trade extensively for its return.
  • First Investors Special Situations A Fund (FISSX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.08, lower than category average of 25.24
  • First Investors Special Situations A Fund (FISSX) has a lower management fee than its Small Blend average: 1.49% vs 1.53%

  

What we are cautious about First Investors Special Situations A Fund (FISSX) What we are cautious about First Investors Special Situations A Fund (FISSX)

Data for First Investors Special Situations A Fund (FISSX) as of January 31, 2010

  • First Investors Special Situations A Fund (FISSX) management has been with First Investors Special Situations A Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
  • First Investors Special Situations A Fund (FISSX) has a less-than-ideal short-term performance (1-year return 32.85% vs 41.29% Small Blend category average)
  • First Investors Special Situations A Fund (FISSX) has a Morningstar rating of 3 and below
  • First Investors Special Situations A Fund (FISSX) carries a 5.75% load
See First Investors Special Situations A Fund (FISSX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Small Blend category?

Below are some additional Small Blend mutual funds generated out of our database

  

First Investors Special Situations A Fund (FISSX) Net Asset

Track net asset change of First Investors Special Situations A fund (FISSX)

DateNet Asset
01/2010$248.14M
11/2009$242.61M
10/2009$237.10M
More historic net asset information on First Investors Special Situations A Fund (FISSX)

  

First Investors Special Situations A Fund (FISSX) Portfolio Allocation

Track portfolio allocation change of First Investors Special Situations A fund (FISSX)

DateCashStockBondOther
09/20093.9%96.11%0%0%
06/20095.25%94.75%0%0%
03/20095.98%94.02%0%0%
Click here to see more historic asset allocation information on First Investors Special Situations A Fund (FISSX)

  

Most Recent Top 10 Holdings in First Investors Special Situations A Fund (FISSX)

Discover what First Investors Special Situations A Fund (FISSX) manager is buying

30-Sep-09
JEFFERIES GROUP INC [2.25%]
SMUCKERS J M NEW [2.04%]
Lincare Holdings Inc. [2%]
Magellan Health Services, Inc. [1.99%]
Endo Pharmaceuticals Holdings I [1.89%]
EVEREST RE GRP LTD [1.82%]
PIPER JAFFRAY COS [1.82%]
FRESH DEL MONTE PROD [1.79%]
EZCORP, Inc. [1.79%]
ANWORTH MTG ASSET CP [1.78%]

30-Jun-09
SMUCKERS J M NEW [2.35%]
MFA FINANCIAL INC. [2.15%]
Magellan Health Services, Inc. [2.14%]
Endo Pharmaceuticals Holdings I [2.11%]
STERIS CORP [2.1%]
ANWORTH MTG ASSET CP [2.09%]
REGAL ENTERTAINMENT [2.07%]
JEFFERIES GROUP INC [2.03%]
[2%]
ALLEGHANY CP [1.99%]

31-Mar-09
Harleysville Group Inc. [2.84%]
Anworth Mortgage Asset Corp. [2.58%]
Magellan Health Services, Inc. [2.46%]
Interactive Data Corp. [2.42%]
Alleghany Corp. [2.34%]
Everest Re Group Ltd [2.24%]
Endo Pharmaceuticals Holdings I [2.24%]
Premiere Global Services Inc [2.19%]
MFA Financial, Inc. [2.15%]
Steris Corp. [2.15%]
Click here for Stock Holding Change Map in First Investors Special Situations A Fund (FISSX)

  

Related books and products to First Investors Special Situations A Fund (FISSX)

  

Latest News on First Investors Special Situations A (FISSX)

See what is happening with First Investors Special Situations A Fund (FISSX)

 

Books and Resources

 

 

See more information on First Investors Special Situations A Fund (FISSX)