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Delaware Opportunity Fund Institutional Class (FIVUX)

US Funds

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34.63 +0.28 +0.82%

24/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 36.2M

Type: Fund

Market: United States

Issuer: First Investors

Asset Class: Equity

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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

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Name	Net %	Long %	Short %
Cash	1.12	1.12	0.00
Stocks	98.88	98.88	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.53	14.43
Price to Book	2.21	2.05
Price to Sales	1.26	1.21
Price to Cash Flow	10.79	9.12
Dividend Yield	1.81	2.14
5 Years Earnings Growth	9.58	10.28

Sector Allocation

Name	Net %	Category Average
Industrials	19.67	16.50
Financial Services	17.82	17.51
Consumer Cyclical	11.86	11.51
Technology	11.04	11.01
Utilities	7.95	7.15
Real Estate	7.43	7.88
Healthcare	7.14	10.21
Energy	5.24	6.10
Basic Materials	5.02	5.01
Consumer Defensive	4.89	6.51
Communication Services	1.93	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 %
Hartford	US4165151048	1.90	110.57	+0.77%
Marriott Int	US5719032022	1.83	286.39	+0.97%
Public Service Enterprise	US7445731067	1.77	85.79	+0.66%
DR Horton	US23331A1097	1.72	141.05	+0.69%
ITT	US45073V1089	1.66	144.30	+1.00%
KBR	US48242W1062	1.66	57.23	-0.31%
Quanta Services	US74762E1029	1.64	330.81	+1.05%
Parker-Hannifin	US7010941042	1.58	652.57	+1.07%
CACI	US1271903049	1.53	404.88	-0.03%
East West Bancorp	US27579R1041	1.53	96.65	+0.36%

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
First Investors Growth & Income A	1.26B	23.16	15.36	9.16
First Investors Opportunity A	525.92M	22.71	9.64	8.35
First Investors Select Growth Adv	146.41M	27.36	8.88	14.21
First Investors Life Series Growth	123.97M	19.33	8.08	14.42
First Investors Growth & Income Adv	92.74M	15.63	11.72	8.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	First Investors O.	34.63	+0.28	+0.82%