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First Investors Michigan Tax Exempt Fund;A

Ranked 67 out of 93 in Other States Municipal Debt Funds over 12 months

All calculations are in USD unless stated

The Fund seeks to achieve a high level of interest income which is exempt from federal income tax, and to the extent indicated for a particular fund, from state and local income taxes for residents of that state, and for non-corporate shareholders, the federal alternative minimum tax.

sector performance

Other States Municipal Debt Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 2.7% 0.8% 1.0% 0.5% 0.4%
2016 0.4% 1.3% 1.7% -0.5% -2.1%
2015 2.8% 1.2% -0.5% 1.2% 0.8%
2014 10.8% 3.3% 3.0% 2.5% 1.6%
2013 -5.8% -0.7% -4.1% -1.5% 0.4%
2012 7.2% 1.8% 1.8% 2.9% 0.6%
2011 11.4% 0.8% 3.8% 4.0% 2.4%
2010 1.1% 1.0% 1.6% 3.9% -5.2%
2009 10.5% 2.2% 2.2% 7.5% -1.6%
2008 -1.4% -0.6% 0.5% -3.8% 2.6%
2007 2.9% 0.4% -0.7% 1.6% 1.6%
2006 3.7% 0.0% -0.4% 3.0% 0.9%
2005 2.4% -0.4% 2.4% -0.5% 0.9%
2004 2.3% 0.7% -2.5% 3.2% 0.9%
2003 4.7% 1.3% 2.8% -0.3% 0.7%
2002 9.9% 1.0% 3.9% 5.3% -0.4%
2001 3.9% 2.0% 0.3% 3.0% -1.4%
2000 11.0% 2.6% 1.5% 2.2% 4.3%
1999 -2.6% 0.7% -2.3% -0.4% -0.6%
1998 5.6% 0.7% 1.5% 3.4% 0.0%
1997 9.4% -0.5% 3.3% 3.4% 2.9%
1996 3.4% -1.8% 0.6% 2.2% 2.5%
1995 17.5% 7.5% 2.3% 2.2% 4.5%
1994 -6.4% -5.9% 0.4% 0.5% -1.4%
1993 14.5% 5.0% 3.8% 3.4% 1.6%
1992 10.6% 1.0% 4.2% 2.5% 2.6%
1991 11.1% 2.4% 1.8% 3.8% 2.7%
1990 6.8% 0.6% 2.2% -0.9% 4.9%
1989 11.0% 0.4% 7.5% -0.6% 3.4%
1988 13.6% 3.4% 2.7% 3.6% 3.3%
1987 -4.7% 0.5% -7.6% -3.7% 6.6%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date16/12/1986
  • Share Class size19Mn
  • Base currencyUSD
  • ISINUS3206042000

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment5.75