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Delaware Opportunity Fund Class A (FIUSX)

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38.24 +1.40    +3.80%
06/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  First Investors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 558.92M
First Investors Opportunity A 38.24 +1.40 +3.80%

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 Change29.04%
Prev. Close36.84
Risk Rating
TTM Yield0.70%
ROE18.92%
IssuerFirst Investors
Turnover7%
ROA6.10%
Inception Date33840
Total Assets558.92M
Expenses1.13%
Min. Investment1,000
Market Cap20.16B
CategoryMid - Cap Value
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Delaware Opportunity Fund Class A Analysis


Performance

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Condition

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%

Frequency

Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1150 1107 1294 1269 1619 2157
Fund Return 14.97% 10.72% 29.36% 8.27% 10.11% 7.99%
Place in category 128 45 82 222 197 196
% in Category 32 13 19 62 61 70

Top Equity Funds by Delaware Funds by Macquarie

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Investors Growth & Income A 1.32B 15.26 12.50 8.78
  First Investors Select Growth Adv 137.24M 17.38 8.46 14.22
  First Investors Life Series Growth 123.4M 33.98 12.96 13.39
  First Investors Growth & Income Adv 93.83M 14.30 11.03 8.67
  First Investors Opportunity Adv 29.09M 14.03 7.21 7.81

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 23.4B 11.97 8.53 9.61
  JHancock Disciplined Value Mid Cap 15.01B 12.50 9.50 10.34
  Vanguard Mid-Cap Value Index Admira 13.08B 17.51 8.73 9.56
  Victory Sycamore Established Value6 10.64B 14.41 9.98 12.05
  MFS Mid Cap Value R6 9.86B 16.79 9.92 10.09

Top Holdings

Name ISIN Weight % Last Change %
  Hartford US4165151048 1.90 115.19 -1.31%
  KBR US48242W1062 1.78 70.81 +1.16%
  Marriott Int US5719032022 1.74 277.68 +0.56%
  DR Horton US23331A1097 1.71 168.11 +0.84%
  East West Bancorp US27579R1041 1.66 101.69 -5.10%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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