Mutual Fund Insights: First American OR Interm T/F Y Fund (FORCX)

In-depth Analysis of First American OR Interm T/F Y Fund (FORCX)

3 months 6 months 1 year 3 year 5 year

See First American OR Interm T/F Y Fund (FORCX) performance details as of January 31, 2010

  

Last Trade: $10.12 on 3/12/2010, Change: 0.00 (0%)

  

Fund Manager - Michael S. Hamilton

Fund Manager Tenure: 12.6 years
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

Hamilton, with the position of director and senior portfolio manager, is the officer of FAF Advisors, Inc. He has been employed by the parent company of the firm and its predecessors since 1989.  Get more insights on Michael S. Hamilton

  

 What we like about First American OR Interm T/F Y Fund (FORCX)

Data for First American OR Interm T/F Y Fund (FORCX) as of January 31, 2010

• First American OR Interm T/F Y Fund (FORCX) management has been with First American OR Interm T/F Y Fund for 12.6 years
• First American OR Interm T/F Y Fund (FORCX) has good mid-term performance (3-year return 4.54% vs 3.77% Muni Single State Interm category average)
• First American OR Interm T/F Y Fund (FORCX) has good Long-term performance (5-year return 3.62% vs 3.23% Muni Single State Interm category average)
• First American OR Interm T/F Y Fund (FORCX) ratio of up-years vs down years is greater than 2
• First American OR Interm T/F Y Fund (FORCX) has a Morningstar rating of 4 and above
• First American OR Interm T/F Y Fund (FORCX) has an annual stock turnover rate of 19.00% vs Muni Single State Interm average of 25.43%. It is good that First American OR Interm T/F Y management does not trade extensively for its return.
• First American OR Interm T/F Y Fund (FORCX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.02, lower than category average of 5.57
• First American OR Interm T/F Y Fund (FORCX) has a lower management fee than its Muni Single State Interm average: 0.70% vs 0.92%
• First American OR Interm T/F Y Fund (FORCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about First American OR Interm T/F Y Fund (FORCX)

Data for First American OR Interm T/F Y Fund (FORCX) as of January 31, 2010

• First American OR Interm T/F Y Fund (FORCX) has a less-than-ideal short-term performance (1-year return 6.36% vs 7.50% Muni Single State Interm category average)

See First American OR Interm T/F Y Fund (FORCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Muni Single State Interm category?

Below are some additional Muni Single State Interm mutual funds generated out of our database

• BB&T KY Intermediate Tax-Free I (BKITX)    [ Compare with First American OR Interm T/F Y Fund (FORCX) ]
• See top fund managers for Muni Single State Interm Category Funds
• Browse other funds in Muni Single State Interm Category

  

First American OR Interm T/F Y Fund (FORCX) Net Asset

Track net asset change of First American OR Interm T/F Y fund (FORCX)

Date	Net Asset
01/2010	$132.09M
11/2009	$126.12M
10/2009	$128.34M

More historic net asset information on First American OR Interm T/F Y Fund (FORCX)

  

First American OR Interm T/F Y Fund (FORCX) Portfolio Allocation

Track portfolio allocation change of First American OR Interm T/F Y fund (FORCX)

Date	Cash	Stock	Bond	Other
09/2009	6.55%	0%	92.4%	1.05%
06/2009	5.46%	0%	93.49%	1.05%
03/2009	1.11%	0%	97.83%	1.06%

Click here to see more historic asset allocation information on First American OR Interm T/F Y Fund (FORCX)

  

Most Recent Top 10 Holdings in First American OR Interm T/F Y Fund (FORCX)

Discover what First American OR Interm T/F Y Fund (FORCX) manager is buying

30-Sep-09 First American Tax-Free Obligations Z [4.62%] Clackamas Cnty Ore Sch Dist [3.36%] Clackamas Cnty Ore Sch Dist [2.16%] Washington Multnomah & Yamhill Go Bds 5% [1.93%] Forest Grove Ore Rev Campus Im 5% [1.71%] Chemeketa Ore Cmnty College Di G.O. 5.5% [1.7%] Oregon St Dept Transn Hwy User Re 5.125% [1.61%] Portland Ore Urban Renewal & R Redev 5% [1.54%] Jackson Cnty Ore Sch Dist 5% [1.49%] Yamhill Cnty Ore Sch Dist 5.25% [1.45%]

30-Jun-09 First American Tax-Free Obligations Z [3.29%] Clackamas Cnty Ore Sch Dist [2.31%] Washington Multnomah & Yamhill Go Bds 5% [2.08%] Chemeketa Ore Cmnty College Di G.O. 5.5% [1.91%] Oregon St Dept Transn Hwy User Re 5.125% [1.85%] Forest Grove Ore Rev Campus Im 5% [1.74%] Jackson Cnty Ore Sch Dist 5% [1.69%] Portland Ore Urban Renewal & R Redev 5% [1.68%] Yamhill Cnty Ore Sch Dist 5.25% [1.63%] Clackamas Cnty Ore Sch Dist 4.5% [1.57%]

31-Mar-09 Clackamas Cnty Ore Sch Dist [2.39%] Washington Multnomah & Yamhill Go Bds 5% [2.19%] Chemeketa Ore Cmnty College Di G.O. 5.5% [2.02%] Port St Helens Ore Pollutn Ctl Poll 4.8% [1.95%] Oregon St Dept Transn Hwy User Re 5.125% [1.95%] Jackson Cnty Ore Sch Dist 5% [1.77%] Portland Ore Urban Renewal & R Redev 5% [1.76%] Yamhill Cnty Ore Sch Dist 5.25% [1.71%] Forest Grove Ore Rev Campus Im 5% [1.7%] CLACKAMAS CNTY ORE SCH DIST NO GO BDS [1.64%]

Click here for Stock Holding Change Map in First American OR Interm T/F Y Fund (FORCX)

  

Related books and products to First American OR Interm T/F Y Fund (FORCX)

  

Latest News on First American OR Interm T/F Y (FORCX)

See what is happening with First American OR Interm T/F Y Fund (FORCX)

Yahoo! Finance: RSS feed not found See more news on First American OR Interm T/F Y Fund (FORCX)

 

Books and Resources

 

 

See more information on First American OR Interm T/F Y Fund (FORCX)

• First American OR Interm T/F Y Fund Insights
• First American OR Interm T/F Y Fund Performance Data
• First American OR Interm T/F Y Fund News
• First American OR Interm T/F Y Fund Score Explaination
• First American OR Interm T/F Y Fund Manager Information
• Historic First American OR Interm T/F Y Fund Asset Allocation Report
• Historic First American OR Interm T/F Y Fund Top 10 Holding Tracking
• Historic First American OR Interm T/F Y Fund Asset Under Management Tracking