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Macquarie Opportunity Fund Class A (FIUSX)

US Funds

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34.99 -0.51 -1.44%

16/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 498.09M

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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	1.90	1.90	0.00
Shares	98.10	98.10	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.98	14.94
Price to Book	2.14	2.02
Price to Sales	1.28	1.20
Price to Cash Flow	10.73	8.76
Dividend Yield	1.86	2.14
5 Years Earnings Growth	9.54	10.21

Sector Allocation

Name	Net %	Category Average
Industrials	22.16	16.35
Financial Services	19.06	17.53
Consumer Cyclical	11.53	11.63
Technology	9.98	11.26
Utilities	8.26	6.80
Real Estate	7.53	7.59
Energy	6.56	6.34
Healthcare	5.86	10.38
Basic Materials	3.70	4.82
Consumer Defensive	3.29	6.58
Communication Services	2.08	3.30

Region Allocation

Equities

North America
Latin America
Europe Developed

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 98

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Raymond James Financial	US7547301090	1.80	159.92	-0.17%
ITT	US45073V1089	1.75	172.82	+1.08%
Webster Financial	US9478901096	1.66	54.13	+0.06%
Oshkosh	US6882392011	1.58	132.25	-2.86%
Synchrony Financial	US87165B1035	1.51	71.86	+2.30%
CACI	US1271903049	1.50	516.00	-0.43%
Vulcan Materials	US9291601097	1.49	294.68	-0.52%
Xcel Energy	US98389B1008	1.44	80.85	-0.31%
Electronic Arts	US2855121099	1.42	200.53	+0.09%
CMS Energy	US1258961002	1.42	74.33	-0.56%

Top Equity Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
First Investors Growth & Income A	1.3B	18.86	21.54	11.31
First Investors Growth & Income Adv	197.89M	10.03	15.27	9.66
First Investors Select Growth Adv	263.69M	4.91	11.73	14.63
First Investors Life Series Growth	119.79M	1.33	11.73	14.68
First Investors Opportunity Adv	19.03M	4.62	9.48	7.85

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