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First Investors Tax Exempt OR A (FTORX)

On Nov 24: 13.26 USD  Up 0.02 (0.15%)  
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FIRST INVESTORS MULTI STATE INS Delayed quote dataEdit
Net Asset Value: 13.26
Trade Time: Nov 24
Change: Up 0.02 (0.15%)
Prev Close: 13.26
YTD Return*: 11.56%
Net Assets*: 38.50M
Yield*: 3.63%
* As of 31-Oct-09
First Investors Tax Exempt OR A (FTORX)
3m  6m  1y  2y  5y  max 
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HEADLINES
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 38.50M
Category: Muni Single State Interm
Total Expense Ratio: 1.02%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 11.56%
5y Avg Return: 3.81%
Rank in Category (ytd): 69
% Rank in Category (ytd): 26.85%
Beta (3y): 1.06
Morningstar Risk Rating: Above average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks a high level of interest income that is exempt from both federal and state income tax. The fund normally invests 80% of assets in Oregon, U.S. commonwealths, possessions or territories municipal securities that pay interest that is exempt from federal income tax. Those high quality municipal securities are rated as investment grade, at the time of purchase, by at least one ?NRSRO?, or are determined by the adviser to be of investment grade quality. It generally invests in long-term bonds with maturities of fifteen years or more and may also invest in derivative securities.
Fund Profile


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