Foresters Financial Releases First Investors Hedged U.S. Equity Opportunities Fund

  • Trading Systems
  • 01.08.2016 01:15 pm

Foresters Financial™ has launched a new equity mutual fund—the First Investors Hedged U.S. Equity Opportunities Fund—which offers investors total return and equity market exposure with potentially reduced portfolio volatility.

This Fund seeks to provide investors with a portfolio that will generate attractive long-term total returns, but with some downside equity market protection.

In a time of increasing market volatility, hedged equity investing has become popular with investors who want total return and equity market exposure but with some downside protection. This type of Fund uses "hedged" or "defensive equity" strategies to reduce risk in adverse market environments. The result is an equity solution that forgoes a portion of the upside in exchange for some protection against falling markets.

The Fund will appeal to those who seek total return, are willing to accept a moderate degree of investment risk, have a long-term investment horizon and are able to ride out market cycles.

"The First Investors Hedged U.S. Equity Opportunities Fund offers our clients an exciting new equity investment choice which further diversifies and enhances our product lineup," said Clark D. Wagner, President, Foresters Investment Management Company, Inc. "The Fund is most appropriately used to add diversification to an investment portfolio, and further demonstrates our continued progress in developing advanced, competitive products that provide our clients with compelling investment solutions."

For more information about the First Investors Hedged U.S. Equity Opportunities Fund, read our ProspectusClient Brochureand Q &A

Please note that the Fund's strategy is expected to underperform equity markets during periods of sharply rising equity prices. The risks associated with an investment in the Fund include Derivatives Risk, Emerging Markets Risk, Exchange-Traded Funds Risk, Foreign Securities Risk, Hedging Risk, High Portfolio Turnover Risk, Market Risk, Mid-Size and Small-Size Company Risk,Multi-Style Risk, Quantative Strategies Risk, Security Selection Risk, and Tax Risk.

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