First Investors Tax Fund Quote
| FTOTX Fund | USD 12.18 0.02 0.16% |
PerformanceWeak
| Odds Of DistressLow
|
First Investors is trading at 12.18 as of the 20th of March 2025; that is 0.16 percent up since the beginning of the trading day. The fund's open price was 12.16. 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.
The investment seeks a high level of interest income that is exempt from both federal and state income tax for individual residents of the state of Oregon. First Investors is traded on NASDAQ Exchange in the United States. More on First Investors Tax
Moving together with First Mutual Fund
First Mutual Fund Highlights
| Fund Concentration | Muni Single State Long, Delaware Funds by Macquarie, Large, Muni Single State Long (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
First Investors Tax [FTOTX] is traded in USA and was established 20th of March 2025. 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 0.42% with the current yeild of 0.0%, while the total return for the last 3 years was 0.77%.
Check First Investors Probability Of Bankruptcy
Instrument Allocation
First Investors Tax Risk Profiles
| Mean Deviation | 0.2011 | |||
| Semi Deviation | 0.2706 | |||
| Standard Deviation | 0.273 | |||
| Variance | 0.0745 |
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.
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