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Delaware Opportunity Fund Class A (FIUSX)

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39.03 -0.01    -0.03%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 566.1M
Type:  Fund
Market:  United States
Issuer:  First Investors
Asset Class:  Equity
First Investors Opportunity A 39.03 -0.01 -0.03%

FIUSX Overview

 
Find basic information about the Delaware Opportunity Fund Class A 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 FIUSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change30.44%
Prev. Close39.04
Risk Rating
TTM Yield0.70%
ROE18.62%
IssuerFirst Investors
Turnover7%
ROA6%
Inception Date33840
Total Assets566.1M
Expenses1.13%
Min. Investment1,000
Market Cap20.28B
CategoryMid - Cap Value
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Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1148 1033 1345 1207 1607 2095
Fund Return 14.78% 3.28% 34.51% 6.46% 9.95% 7.67%
Place in category 81 43 61 193 178 195
% in Category 19 12 15 54 56 68

Top Equity Funds by Delaware Funds by Macquarie

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Investors Growth & Income A 1.34B 15.40 11.47 8.62
  First Investors Select Growth Adv 144.01M 16.73 5.85 13.67
  First Investors Life Series Growth 124.06M 19.33 8.08 14.42
  First Investors Growth & Income Adv 97.07M 15.63 11.72 8.95
  First Investors Opportunity Adv 38.21M 15.05 6.75 7.99

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 15.87B 10.71 7.35 9.70
  Vanguard Mid-Cap Value Index Admira 13.08B 16.27 6.85 9.07
  Victory Sycamore Established Value6 11.15B 11.67 7.50 11.36
  MFS Mid Cap Value R6 10.24B 16.04 7.78 9.75

Top Holdings

Name ISIN Weight % Last Change %
  Hartford US4165151048 1.90 122.62 +0.91%
  Marriott Int US5719032022 1.83 288.18 +0.06%
  Public Service Enterprise US7445731067 1.77 94.51 +1.60%
  DR Horton US23331A1097 1.72 168.71 -2.45%
  ITT US45073V1089 1.66 158.71 -0.57%

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
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