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Macquarie Opportunity Fund Class A (FIUSX)

US Funds

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30.35 -0.29 -0.95%

11/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 472.67M

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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	1.06	1.06	0.00
Shares	98.94	98.94	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.70	14.45
Price to Book	2.10	2.00
Price to Sales	1.25	1.18
Price to Cash Flow	10.05	9.06
Dividend Yield	1.89	2.18
5 Years Earnings Growth	9.98	10.26

Sector Allocation

Name	Net %	Category Average
Industrials	20.83	16.37
Financial Services	18.78	17.68
Technology	11.54	11.04
Consumer Cyclical	11.43	11.58
Utilities	8.09	6.88
Real Estate	7.05	7.57
Healthcare	6.52	10.41
Energy	5.71	6.29
Basic Materials	4.41	4.88
Consumer Defensive	3.71	6.75
Communication Services	1.93	3.22

Region Allocation

Equities

North America
Latin America
Europe Developed

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 99

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Hartford	US4165151048	1.83	117.19	-0.14%
East West Bancorp	US27579R1041	1.82	84.35	-0.05%
Raymond James Financial	US7547301090	1.75	139.70	+1.51%
Marriott Int	US5719032022	1.57	246.31	-4.24%
Parker-Hannifin	US7010941042	1.53	611.19	+0.76%
ITT	US45073V1089	1.52	133.87	-0.75%
Ametek	US0311001004	1.51	178.86	-0.28%
Cheniere Energy	US16411R2085	1.48	211.37	-1.41%
Twilio	US90138F1021	1.48	100.08	+1.53%
Reinsurance of America	US7593516047	1.47	187.27	+0.64%

Top Equity Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
First Investors Growth & Income A	1.24B	7.30	12.48	8.83
First Investors Select Growth Adv	156.14M	4.91	11.73	14.63
First Investors Life Series Growth	109.71M	1.33	11.73	14.68
First Investors Growth & Income Adv	117.67M	5.10	11.92	9.66
First Investors Opportunity Adv	25.01M	3.80	7.66	8.47

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Investors O.	30.35	-0.29	-0.95%