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First Investors Tax Exempt Inc B (FITCX) Fund Ranking and Research

Ranking, Research and Recommendation of First Investors Tax Exempt Inc B (FITCX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 4.3 years
Similar Funds: FITAX 
Fund Family: First Investors
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of First Investors Tax Exempt Inc B Fund (FITCX) ProfileFirst Investors Tax Exempt Inc B Fund (FITCX) Profile

Fund Profile and Description

First Investors Tax Exempt Inc B Fund seeks a high level of interest income that is exempt from federal income tax and is not a tax preference item for purposes of the Alternative Minimum Tax (AMT). First Investors Tax Exempt Inc B Fund invests in municipal bonds and other municipal securities that pay interest that is exempt from federal income tax and the federal AMT. It invests primarily in investment grade municipal bonds. First Investors Tax Exempt Inc B Fund invests in long-term bonds with maturities of 15 years or more.

 

First Investors Tax Exempt Inc B (FITCX) Fund Strength What we like about First Investors Tax Exempt Inc B (FITCX) Fund

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

  • First Investors Tax Exempt Inc B Fund (FITCX) management has been with First Investors Tax Exempt Inc B Fund for 4.3 years
  • First Investors Tax Exempt Inc B Fund (FITCX) ratio of up-years vs down years is greater than 2
  • First Investors Tax Exempt Inc B Fund (FITCX) has an annual stock turnover rate of 11.00% vs Muni National Interm average of 22.40%. It is good that First Investors Tax Exempt Inc B management does not trade extensively for its return.

First Investors Tax Exempt Inc B Fund (FITCX) Weakness What we are cautious about First Investors Tax Exempt Inc B (FITCX) Fund

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

  • First Investors Tax Exempt Inc B Fund (FITCX) has a less-than-ideal short-term performance (1-year return 2.98% vs 4.71% Muni National Interm category median performance)
  • First Investors Tax Exempt Inc B Fund (FITCX) has a less-than-ideal mid-term performance (3-year return 2.40% vs 3.10% Muni National Interm category median performance)
  • First Investors Tax Exempt Inc B Fund (FITCX) has a less-than-ideal Long-term performance (5-year return 3.83% vs 4.14% Muni National Interm category median performance)
  • First Investors Tax Exempt Inc B Fund (FITCX) has a Morningstar rating of 3 and below
  • First Investors Tax Exempt Inc B Fund (FITCX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.4 that is higher than category average of 3.29
  • First Investors Tax Exempt Inc B Fund (FITCX) has a higher expense ratio of 1.72% than its Muni National Interm average of 0.80%
  • First Investors Tax Exempt Inc B Fund (FITCX) carries a 4% load
  • Asset base in First Investors Tax Exempt Inc B Fund (FITCX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See First Investors Tax Exempt Inc B Fund (FITCX) performance details as of May 30, 2016

 

What do you think?

 

Compare First Investors Tax Exempt Inc B Fund (FITCX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
First Investors Tax Exempt Inc B1.462.982.403.83
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare First Investors Tax Exempt Inc B Fund (FITCX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of First Investors Tax Exempt Inc B Fund (FITCX) Net Asset TrackingFirst Investors Tax Exempt Inc B (FITCX) Fund Net Asset

Track net asset change of First Investors Tax Exempt Inc B fund (FITCX)

DateNet Asset
05/2016$664.80M
03/2016$666.15M
02/2016$666.87M
More historic net asset information on First Investors Tax Exempt Inc B Fund (FITCX)

  

Graph of First Investors Tax Exempt Inc B Fund (FITCX) Portfolio TrackingFirst Investors Tax Exempt Inc B (FITCX) Fund Portfolio Allocation

Track portfolio allocation change of First Investors Tax Exempt Inc B fund (FITCX)

DateCashStockBondOther
03/20162.69%0%97.31%0%
12/20153.01%0%96.99%0%
09/20154.48%0%95.52%0%
Click here to see more historic asset allocation information on First Investors Tax Exempt Inc B Fund (FITCX)

 

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

Discover what First Investors Tax Exempt Inc B Fund (FITCX) manager is buying

Mar 30, 2016
New York N Y City Mun Wtr Fin Rev Bds 6% [4.12%]
Chicago Ill Brd Ed General O 6% [3.22%]
Superior Wis Ltd Obl Rev Limited O 6.9% [2.29%]
New York St Dorm Auth 5.75% [1.92%]
Michigan St Grant Ant 5.25% [1.6%]
North Tex Twy Auth 5.125% [1.59%]
Atlanta Ga Wtr & Waste Wtr Rev Wtr 5.5% [1.57%]
Indianapolis Ind Gas Util Rev Gas 5.25% [1.37%]
Port Auth [1.31%]
New York N Y City Transitional Future 5% [1.28%]

Dec 30, 2015
New York N Y City Mun Wtr Fin Rev Bds 6% [4.13%]
Chicago Ill Brd Ed General O 6% [4.07%]
Superior Wis Ltd Obl Rev Limited O 6.9% [2.3%]
New York St Dorm Auth 5.75% [1.9%]
Michigan St Grant Ant 5.25% [1.62%]
North Tex Twy Auth 5.125% [1.61%]
Atlanta Ga Wtr & Waste Wtr Rev Wtr 5.5% [1.58%]
Indianapolis Ind Gas Util Rev Gas 5.25% [1.36%]
Port Auth [1.33%]
New York N Y City Transitional Future 5% [1.28%]

Sep 29, 2015
New York N Y City Mun Wtr Fin Rev Bds 6% [4.16%]
Chicago Ill Brd Ed General O 6% [4.1%]
Superior Wis Ltd Obl Rev Limited O 6.9% [2.31%]
New York St Dorm Auth 5.75% [1.83%]
Michigan St Grant Ant 5.25% [1.64%]
North Tex Twy Auth 5.125% [1.63%]
Atlanta Ga Wtr & Waste Wtr Rev Wtr 5.5% [1.6%]
Indianapolis Ind Gas Util Rev Gas 5.25% [1.38%]
Port Auth [1.36%]
New York N Y City Transitional Future 5% [1.27%]
Click here for Stock Holding Change Map in First Investors Tax Exempt Inc B Fund (FITCX)

  

Latest News on First Investors Tax Exempt Inc B (FITCX) Fund

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First Investors Tax Exempt Inc B Fund (FITCX) Related ResourcesSee more information on First Investors Tax Exempt Inc B (FITCX) Fund

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