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First Investors Oregon Tax Exempt Fund;A

Ranked 56 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% 1.4% 0.2%
2016 -0.2% 1.5% 2.6% -0.9% -3.3%
2015 2.4% 1.0% -1.2% 1.3% 1.2%
2014 9.1% 3.5% 2.6% 1.6% 1.0%
2013 -5.1% -0.2% -3.9% -1.3% 0.3%
2012 6.8% 2.1% 1.9% 2.6% 0.1%
2011 10.9% 0.4% 4.2% 4.0% 1.9%
2010 0.6% 1.0% 1.4% 4.2% -5.8%
2009 12.9% 4.6% 2.3% 7.5% -1.8%
2008 -1.3% -1.0% 1.2% -4.4% 3.1%
2007 3.0% 0.4% -0.7% 1.7% 1.6%
2006 4.1% 0.6% -0.5% 2.8% 1.0%
2005 2.2% -0.3% 2.5% -0.5% 0.5%
2004 2.8% 1.0% -2.3% 3.2% 0.9%
2003 4.6% 1.1% 3.0% -0.6% 1.0%
2002 10.1% 0.7% 4.0% 5.6% -0.5%
2001 4.5% 1.8% 0.3% 3.0% -0.7%
2000 10.6% 2.4% 1.6% 2.0% 4.3%

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 size51Mn
  • Base currencyUSD
  • ISINUS3206048387

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment5.75