Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Delaware Opportunity Fund Institutional Class (FIVUX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
40.91 +0.39    +0.96%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 37.63M
First Investors Opportunity Adv 40.91 +0.39 +0.96%

FIVUX Overview

 
Find basic information about the Delaware Opportunity Fund Institutional Class 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 FIVUX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change29.83%
Prev. Close40.52
Risk Rating
TTM Yield0.93%
ROE18.62%
IssuerN/A
Turnover7%
ROA6%
Inception Date41367
Total Assets37.63M
Expenses0.88%
Min. Investment1,000
Market Cap20.28B
CategoryMid - Cap Value
What is your sentiment on First Investors Opportunity Adv?
or
Market is currently closed. Voting is open during market hours.

Delaware Opportunity Fund Institutional Class Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1150 1034 1349 1217 1630 2158
Fund Return 15.05% 3.35% 34.86% 6.75% 10.27% 7.99%
Place in category 64 38 55 161 168 170
% in Category 16 10 14 44 53 61

Top Equity Funds by Delaware Funds by Macquarie

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Investors Growth & Income A 1.32B 15.40 11.47 8.62
  First Investors Opportunity A 557.4M 14.78 6.46 7.67
  First Investors Select Growth Adv 142.48M 16.73 5.85 13.67
  First Investors Life Series Growth 123.44M 19.33 8.08 14.42
  First Investors Growth & Income Adv 95.77M 15.63 11.72 8.95

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 23.4B 8.24 6.34 9.00
  JHancock Disciplined Value Mid Cap 15.57B 10.71 7.35 9.70
  Vanguard Mid-Cap Value Index Admira 13.08B 16.27 6.85 9.07
  Victory Sycamore Established Value6 11.05B 11.67 7.50 11.36
  MFS Mid Cap Value R6 10.02B 16.04 7.78 9.75

Top Holdings

Name ISIN Weight % Last Change %
  Hartford US4165151048 1.90 120.72 +0.90%
  Marriott Int US5719032022 1.83 284.29 +0.30%
  Public Service Enterprise US7445731067 1.77 92.40 +0.05%
  DR Horton US23331A1097 1.72 163.53 +1.03%
  ITT US45073V1089 1.66 158.38 +1.88%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

FIVUX Comments

Write your thoughts about Delaware Opportunity Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email