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First Investors North Carolina Tax Exempt Fd;A

Ranked 81 out of 89 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 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 0.4%
2017 3.2% 0.9% 1.2% 0.5% 0.7%
2016 -0.2% 1.1% 1.1% -0.4% -2.0%
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% -0.1% -3.6% -0.5% -0.1%
2012 6.6% 1.8% 1.8% 2.8% 0.2%
2011 11.1% 0.7% 4.1% 3.9% 2.0%
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 2.9% 0.4% -0.5% 1.6% 1.3%
2006 4.2% 0.2% -0.3% 3.3% 1.0%
2005 2.6% -0.2% 2.5% -0.4% 0.7%
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% 1.4% 4.0% 5.2% -0.3%
2001 4.0% 1.6% 0.4% 3.1% -1.1%
2000 12.5% 3.0% 1.7% 2.7% 4.6%
1999 -2.4% 0.9% -2.0% -0.7% -0.7%
1998 6.7% 0.9% 1.9% 3.4% 0.4%
1997 9.5% -0.4% 3.5% 3.3% 2.9%
1996 3.8% -2.1% 0.7% 2.3% 2.9%
1995 18.7% 7.9% 1.8% 2.9% 5.0%
1994 -6.5% -6.9% 1.0% 0.5% -1.0%
1993 14.1% 4.0% 4.2% 3.8% 1.4%
1992 1.5% 2.1%

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 size22Mn
  • Base currencyUSD
  • ISINUS3206048205

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment5.75