First Investors Tax Fund Quote

FTORX Fund  USD 12.19  0.01  0.08%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
First Investors is trading at 12.19 as of the 20th of March 2025; that is 0.08% up since the beginning of the trading day. The fund's open price was 12.18. First Investors has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 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

  0.61IMAAX Ivy Apollo MultiPairCorr
  0.61OCFIX Optimum Fixed IncomePairCorr

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 (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
First Investors Tax [FTORX] is traded in USA and was established 20th of March 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 0.38% with the current yeild of 0.0%, while the total return for the last 3 years was 0.52%.
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.
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device