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Delaware Opportunity Fund Institutional Class (FIVUX)

US Funds

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38.19 -0.14 -0.37%

03/10 - Closed. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: First Investors

Asset Class: Equity

Morningstar Rating:
Total Assets: 27.41M

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FIVUX Holdings

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

Asset Allocation

Name	Net %	Long %	Short %
Cash	0.78	0.78	0.00
Stocks	99.22	99.22	0.00

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.52	14.71
Price to Book	2.21	1.98
Price to Sales	1.22	1.16
Price to Cash Flow	10.82	8.87
Dividend Yield	1.95	2.23
5 Years Earnings Growth	9.84	10.78

Sector Allocation

Name	Net %	Category Average
Industrials	20.38	17.43
Financial Services	18.57	17.95
Consumer Cyclical	11.21	11.81
Technology	10.89	10.47
Utilities	7.27	6.75
Real Estate	7.12	7.81
Basic Materials	6.42	5.02
Healthcare	6.40	9.54
Energy	5.82	6.21
Consumer Defensive	3.88	6.32
Communication Services	2.03	3.07

Region Allocation

Equities

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 %
Parker-Hannifin	US7010941042	1.95	630.68	+0.70%
DR Horton	US23331A1097	1.84	184.64	-2.93%
Hartford	US4165151048	1.83	118.09	+1.23%
Regal Beloit	US7587501039	1.82	167.81	+2.42%
East West Bancorp	US27579R1041	1.76	82.92	+2.43%
ITT	US45073V1089	1.74	148.21	+1.14%
KBR	US48242W1062	1.73	68.25	+2.85%
Marriott Int	US5719032022	1.70	254.61	+2.06%
Reinsurance of America	US7593516047	1.63	219.94	+2.46%
Public Service Enterprise	US7445731067	1.61	92.03	+0.47%

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
First Investors Growth & Income A	1.27B	14.09	10.76	8.34
First Investors Opportunity A	534.97M	13.81	6.90	7.49
First Investors Select Growth Adv	135.38M	15.16	5.58	13.65
First Investors Life Series Growth	120.17M	33.98	12.96	13.39
First Investors Growth & Income Adv	86.26M	14.30	11.03	8.67

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Investors O.	38.19	-0.14	-0.37%