First Investors Tax Fund Quote

FTOTX Fund  USD 12.27  0.02  0.16%   

Performance

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Odds Of Distress

Less than 22

 
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First Investors is trading at 12.27 as of the 31st of January 2025; that is 0.16 percent up since the beginning of the trading day. The fund's open price was 12.25. First Investors has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in municipal securities that pay interest that is exempt from federal income tax, including the federal alternative minimum tax, and any applicable state income tax for individual residents of the state of Oregon .. More on First Investors Tax

Moving together with First Mutual Fund

  0.62OASGX Optimum Small MidPairCorr
  0.83OCFIX Optimum Fixed IncomePairCorr
  0.62WASAX Ivy Asset StrategyPairCorr
  0.74WSGAX Ivy Small CapPairCorr

First Mutual Fund Highlights

Fund ConcentrationDelaware Funds by Macquarie Funds, Large Funds, Muni Single State Long Funds, Muni Single State Long, Delaware Funds by Macquarie, Large, Muni Single State Long (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
First Investors Tax [FTOTX] is traded in USA and was established 31st of January 2025. First Investors is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Muni Single State Long category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 49.03 M in assets under management (AUM) with no minimum investment requirementsFirst Investors Tax is currently producing year-to-date (YTD) return of 0.2% with the current yeild of 0.0%, while the total return for the last 3 years was -0.18%.
Check First Investors Probability Of Bankruptcy

Instrument Allocation

First Investors Tax Risk Profiles

First Investors Against Markets

Other Information on Investing in First Mutual Fund

First Investors financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Investors security.
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