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First Investors North Carolina Tax Exempt Fd;A

Ranked 71 out of 93 in Other States Municipal Debt 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
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% 1.2% 0.2%
2016 -0.5% 1.1% 1.1% -0.4% -2.3%
2015 2.4% 1.2% -0.3% 1.0% 0.6%
2014 8.2% 3.2% 2.3% 1.7% 0.8%
2013 -4.3% -0.4% -3.6% -0.2% -0.1%
2012 7.0% 1.8% 1.8% 2.8% 0.5%
2011 10.7% 0.7% 4.1% 3.9% 1.7%
2010 0.7% 1.3% 1.5% 4.0% -5.8%
2009 12.3% 2.8% 2.6% 8.0% -1.4%
2008 -0.7% -0.9% 1.0% -4.3% 3.7%
2007 3.2% 0.4% -0.5% 1.6% 1.7%
2006 4.2% 0.5% -0.3% 3.0% 1.0%
2005 2.3% -0.2% 2.5% -0.4% 0.4%
2004 3.2% 1.1% -2.4% 3.4% 1.1%
2003 5.1% 1.3% 3.2% -0.4% 1.0%
2002 10.6% 1.0% 4.1% 5.5% -0.3%
2001 4.4% 1.6% 0.4% 3.1% -0.8%
2000 12.0% 3.0% 1.7% 2.3% 4.6%

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 date04/05/1992
  • Share Class size25Mn
  • Base currencyUSD
  • ISINUS3206048205

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment5.75