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First Investors Tax Exempt Opps B (EIIUX) Fund Ranking and Research

Ranking, Research and Recommendation of First Investors Tax Exempt Opps B (EIIUX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of First Investors Tax Exempt Opps B Fund (EIIUX) ManagerFund Manager - Patrick M. Tucci

Fund Manager Information

Fund Manager Tenure: 4.3 years
Similar Funds: EIIAX  EIITX 
Fund Family: First Investors
Fund Category: Muni National Long
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of First Investors Tax Exempt Opps B Fund (EIIUX) ProfileFirst Investors Tax Exempt Opps B Fund (EIIUX) Profile

Fund Profile and Description

First Investors Tax Exempt Opps B Fund seeks a high level of interest income exempt from federal income tax and the Alternative Minimum Tax and, secondarily, total return. First Investors Tax Exempt Opps B Fund attempts to invest all of its assets in securities that are rated as investment grade by at least one nationally recognized statistical rating organization. It generally invests in long-term bonds with maturities of 15 years or more. First Investors Tax Exempt Opps B Fund may invest in derivative securities to hedge against changes in interest rates or to enhance potential return.

 

First Investors Tax Exempt Opps B (EIIUX) Fund Strength What we like about First Investors Tax Exempt Opps B (EIIUX) Fund

Data for First Investors Tax Exempt Opps B Fund (EIIUX) as of May 30, 2016

  • First Investors Tax Exempt Opps B Fund (EIIUX) management has been with First Investors Tax Exempt Opps B Fund for 4.3 years
  • First Investors Tax Exempt Opps B Fund (EIIUX) ratio of up-years vs down years is greater than 2
  • Asset base in First Investors Tax Exempt Opps B Fund (EIIUX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

First Investors Tax Exempt Opps B Fund (EIIUX) Weakness What we are cautious about First Investors Tax Exempt Opps B (EIIUX) Fund

Data for First Investors Tax Exempt Opps B Fund (EIIUX) as of May 30, 2016

  • First Investors Tax Exempt Opps B Fund (EIIUX) has a less-than-ideal short-term performance (1-year return 4.55% vs 5.73% Muni National Long category median performance)
  • First Investors Tax Exempt Opps B Fund (EIIUX) has a less-than-ideal mid-term performance (3-year return 3.20% vs 3.84% Muni National Long category median performance)
  • First Investors Tax Exempt Opps B Fund (EIIUX) has a less-than-ideal Long-term performance (5-year return 4.73% vs 5.50% Muni National Long category median performance)
  • First Investors Tax Exempt Opps B Fund (EIIUX) has a Morningstar rating of 3 and below
  • First Investors Tax Exempt Opps B Fund (EIIUX) has an annual stock turnover rate of 59.00% that is higher than the Muni National Long average of 21.44%. This could mean First Investors Tax Exempt Opps B is more nimble, but also signal potential high tax impact and high trading fees
  • First Investors Tax Exempt Opps B Fund (EIIUX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.22 that is higher than category average of 4.16
  • First Investors Tax Exempt Opps B Fund (EIIUX) has a higher expense ratio of 1.73% than its Muni National Long average of 0.86%
  • First Investors Tax Exempt Opps B Fund (EIIUX) carries a 4% load
See First Investors Tax Exempt Opps B Fund (EIIUX) performance details as of May 30, 2016

 

What do you think?

 

Compare First Investors Tax Exempt Opps B Fund (EIIUX)Compare with other top Muni National Long category mutual funds

Aadditional top Muni National Long mutual funds for your consideration

FundYear to Date1 Year3 year5 year
First Investors Tax Exempt Opps B2.084.553.204.73
Columbia AMT-Free Tax-Exempt Bond A (INTAX)3.116.984.916.56Compare
Nuveen All-American Municipal Bond I (FAARX)3.607.045.187.16Compare
T. Rowe Price Summit Municipal Inc (PRINX)3.126.564.576.13Compare

See top fund managers for Muni National Long Category Funds

 

Compare First Investors Tax Exempt Opps B Fund (EIIUX)Compare with Muni National Long category ETFs

Some Muni National Long ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Long Municipal ETF (MLN)000
SPDR Nuveen Barclays Municipal Bond ETF (TFI)000
Market Vectors CEF Municipal Income ETF (XMPT)000

 

Graph of First Investors Tax Exempt Opps B Fund (EIIUX) Net Asset TrackingFirst Investors Tax Exempt Opps B (EIIUX) Fund Net Asset

Track net asset change of First Investors Tax Exempt Opps B fund (EIIUX)

DateNet Asset
05/2016$276.49M
03/2016$273.37M
02/2016$272.35M
More historic net asset information on First Investors Tax Exempt Opps B Fund (EIIUX)

  

Graph of First Investors Tax Exempt Opps B Fund (EIIUX) Portfolio TrackingFirst Investors Tax Exempt Opps B (EIIUX) Fund Portfolio Allocation

Track portfolio allocation change of First Investors Tax Exempt Opps B fund (EIIUX)

DateCashStockBondOther
03/20160.1%0%99.9%0%
12/20151.26%0%98.74%0%
09/20151.81%0%98.19%0%
Click here to see more historic asset allocation information on First Investors Tax Exempt Opps B Fund (EIIUX)

 

graph of First Investors Tax Exempt Opps B Fund (EIIUX) Top 10 Position TrackingTop 10 Holdings in First Investors Tax Exempt Opps B (EIIUX) Fund

Discover what First Investors Tax Exempt Opps B Fund (EIIUX) manager is buying

Mar 30, 2016
New York N Y City Transitional Future 5% [2.91%]
Chicago Ill O Hare Intl Arpt R Gen 6.5% [2.2%]
Dallas Fort Worth Tex Intl Arp Joi 5.25% [2.2%]
New York St Dorm Auth 5% [2.17%]
Allegheny Cnty Pa Port Auth 5.25% [2.16%]
Broward Cnty Fla Arpt Sys Rev Rev 5.25% [2.16%]
Lansing Mich Brd Wtr & Lt Util Util 5.5% [2.16%]
Houston Tex Util Sys Rev First Lie 5.25% [2.15%]
California St Go Bds 5% [2.15%]
Univ Cincinnati Ohio Gen Gen Rcpts 5% [2.15%]

Dec 30, 2015
New York N Y City Transitional Future 5% [2.91%]
Port Auth 5% [2.37%]
Chicago Ill O Hare Intl Arpt R Gen 6.5% [2.22%]
Dallas Fort Worth Tex Intl Arp Joi 5.25% [2.19%]
Lansing Mich Brd Wtr & Lt Util Util 5.5% [2.17%]
Houston Tex Util Sys Rev First Lie 5.25% [2.16%]
Allegheny Cnty Pa Port Auth 5.25% [2.16%]
California St Go Bds 5% [2.15%]
Massachusetts St Go Bds 5% [2.15%]
Broward Cnty Fla Arpt Sys Rev Rev 5.25% [2.15%]

Sep 29, 2015
New York N Y City Transitional Future 5% [2.93%]
Los Angeles Calif Wastewater S Rev Bd 5% [2.41%]
Chicago Ill O Hare Intl Arpt R Gen 6.5% [2.23%]
Lansing Mich Brd Wtr & Lt Util Util 5.5% [2.19%]
Dallas Fort Worth Tex Intl Arp Joi 5.25% [2.18%]
Houston Tex Util Sys Rev First Lie 5.25% [2.18%]
Allegheny Cnty Pa Port Auth 5.25% [2.16%]
Broward Cnty Fla Arpt Sys Rev Rev 5.25% [2.15%]
Univ Cincinnati Ohio Gen Gen Rcpts 5% [2.15%]
New York St Dorm Auth 5% [2.14%]
Click here for Stock Holding Change Map in First Investors Tax Exempt Opps B Fund (EIIUX)

  

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