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Delaware Opportunity Fund Class A (FIUSX)

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39.03 -0.01    -0.03%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  First Investors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 566.1M
First Investors Opportunity A 39.03 -0.01 -0.03%

FIUSX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the First Investors Opportunity A (FIUSX) fund. Our First Investors Opportunity A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.12 1.12 0.00
Stocks 98.88 98.88 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.53 14.47
Price to Book 2.21 2.03
Price to Sales 1.26 1.20
Price to Cash Flow 10.79 9.05
Dividend Yield 1.81 2.16
5 Years Earnings Growth 9.58 10.46

Sector Allocation

Name  Net % Category Average
Industrials 19.67 17.06
Financial Services 17.82 17.73
Consumer Cyclical 11.86 11.81
Technology 11.04 10.70
Utilities 7.95 6.91
Real Estate 7.43 8.06
Healthcare 7.14 9.82
Energy 5.24 6.00
Basic Materials 5.02 4.97
Consumer Defensive 4.89 6.44
Communication Services 1.93 3.01

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 98

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Hartford US4165151048 1.90 124.18 +1.27%
  Marriott Int US5719032022 1.83 285.29 -1.00%
  Public Service Enterprise US7445731067 1.77 94.20 -0.33%
  DR Horton US23331A1097 1.72 169.23 +0.31%
  ITT US45073V1089 1.66 156.20 -1.58%
  KBR US48242W1062 1.66 61.07 -0.84%
  Quanta Services US74762E1029 1.64 340.93 -1.64%
  Parker-Hannifin US7010941042 1.58 702.50 -0.62%
  CACI US1271903049 1.53 460.55 -2.52%
  East West Bancorp US27579R1041 1.53 109.88 +0.02%

Top Equity Funds by Delaware Funds by Macquarie

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Investors Growth & Income A 1.33B 15.40 11.47 8.62
  First Investors Select Growth Adv 142.94M 16.73 5.85 13.67
  First Investors Life Series Growth 123.06M 19.33 8.08 14.42
  First Investors Growth & Income Adv 96.38M 15.63 11.72 8.95
  First Investors Opportunity Adv 37.95M 15.05 6.75 7.99
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