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Delaware Opportunity Fund Class A (FIUSX)

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32.69 +0.26    +0.80%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  First Investors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 525.92M
First Investors Opportunity A 32.69 +0.26 +0.80%

FIUSX Overview

 
Find basic information about the Delaware Opportunity Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FIUSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.29%
Prev. Close32.43
Risk Rating
TTM Yield0.65%
ROE18.13%
IssuerFirst Investors
Turnover7%
ROA5.67%
Inception Date33840
Total Assets525.92M
Expenses1.13%
Min. Investment1,000
Market Cap20.32B
CategoryMid - Cap Value
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Delaware Opportunity Fund Class A Analysis


Performance

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Condition

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%

Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1227 1078 1318 1318 1654 2229
Fund Return 22.71% 7.82% 31.85% 9.64% 10.58% 8.35%
Place in category 94 112 77 209 206 179
% in Category 25 32 23 57 62 65

Top Equity Funds by Delaware Funds by Macquarie

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Investors Growth & Income A 1.26B 23.16 15.36 9.16
  First Investors Select Growth Adv 146.41M 27.36 8.88 14.21
  First Investors Life Series Growth 123.13M 19.33 8.08 14.42
  First Investors Growth & Income Adv 92.74M 15.63 11.72 8.95
  First Investors Opportunity Adv 36.2M 15.05 6.75 7.99

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 23.66B 13.73 9.20 9.37
  JHancock Disciplined Value Mid Cap 14.46B 18.63 11.15 10.22
  Vanguard Mid-Cap Value Index Admira 13.87B 23.41 9.82 9.43
  Victory Sycamore Established Value6 10.43B 18.33 10.82 11.74
  MFS Mid Cap Value R6 9.41B 22.99 10.60 10.11

Top Holdings

Name ISIN Weight % Last Change %
  East West Bancorp US27579R1041 1.82 96.65 +0.36%
  Hartford US4165151048 1.81 110.57 +0.77%
  Marriott Int US5719032022 1.70 286.39 +0.97%
  CACI US1271903049 1.70 404.88 -0.03%
  Raymond James Financial US7547301090 1.63 157.28 +0.94%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Sell
Technical Indicators Sell Sell Strong Buy
Summary Sell Strong Sell Neutral
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