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Fund Intelligence | Best Managers | FOTYX Insights | FOTYX Score | FOTYX Performance | FOTYX Manager | FOTYX News | FOTYX Allocation | FOTYX Holdings Change

Mutual Fund Insights: First American OH Tax-Free Bond Y Fund (FOTYX)

In-depth Analysis of First American OH Tax-Free Bond Y Fund (FOTYX)

Mutual fund chart: First American OH Tax-Free Bond Y Fund (FOTYX)

3 months
6 months
1 year
3 year
5 year

See First American OH Tax-Free Bond Y Fund (FOTYX) performance details as of January 31, 2010

  

    Last Trade: $10.41 on 3/17/2010, Change: 0.00 (0%)

  

Fund Manager - Michael S. Hamilton

Fund Manager Tenure: 7.3 years   [Similar Funds: FOTCX ]
Fundmojo Fund Grade: B (Score: 0.61)     (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 OH Tax-Free Bond Y Fund (FOTYX) What we like about First American OH Tax-Free Bond Y Fund (FOTYX)

Data for First American OH Tax-Free Bond Y Fund (FOTYX) as of January 31, 2010

  • First American OH Tax-Free Bond Y Fund (FOTYX) management has been with First American OH Tax-Free Bond Y Fund for 7.3 years
  • First American OH Tax-Free Bond Y Fund (FOTYX) has good short-term performance (1-year return 10.32% vs 9.24% Muni Ohio category average)
  • First American OH Tax-Free Bond Y Fund (FOTYX) has good mid-term performance (3-year return 4.29% vs 3.26% Muni Ohio category average)
  • First American OH Tax-Free Bond Y Fund (FOTYX) has good Long-term performance (5-year return 3.72% vs 3.26% Muni Ohio category average)
  • First American OH Tax-Free Bond Y Fund (FOTYX) ratio of up-years vs down years is greater than 2
  • First American OH Tax-Free Bond Y Fund (FOTYX) has a Morningstar rating of 4 and above
  • First American OH Tax-Free Bond Y Fund (FOTYX) has an annual stock turnover rate of 12.00% vs Muni Ohio average of 18.22%. It is good that First American OH Tax-Free Bond Y management does not trade extensively for its return.
  • First American OH Tax-Free Bond Y Fund (FOTYX) has a lower management fee than its Muni Ohio average: 0.51% vs 1.04%
  • First American OH Tax-Free Bond Y Fund (FOTYX) 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 OH Tax-Free Bond Y Fund (FOTYX) What we are cautious about First American OH Tax-Free Bond Y Fund (FOTYX)

Data for First American OH Tax-Free Bond Y Fund (FOTYX) as of January 31, 2010

  • First American OH Tax-Free Bond Y Fund (FOTYX) is less safe compared to its Muni Ohio peers
  • First American OH Tax-Free Bond Y Fund (FOTYX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.69 that is higher than category average of 6.48
See First American OH Tax-Free Bond Y Fund (FOTYX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Muni Ohio category?

Below are some additional Muni Ohio mutual funds generated out of our database

  

First American OH Tax-Free Bond Y Fund (FOTYX) Net Asset

Track net asset change of First American OH Tax-Free Bond Y fund (FOTYX)

DateNet Asset
01/2010$56.40M
11/2009$52.17M
10/2009$50.10M
More historic net asset information on First American OH Tax-Free Bond Y Fund (FOTYX)

  

First American OH Tax-Free Bond Y Fund (FOTYX) Portfolio Allocation

Track portfolio allocation change of First American OH Tax-Free Bond Y fund (FOTYX)

DateCashStockBondOther
09/20094.57%0%95.43%0%
06/20094.76%0%94.16%1.09%
03/20092.01%0%96.89%1.1%
Click here to see more historic asset allocation information on First American OH Tax-Free Bond Y Fund (FOTYX)

  

Most Recent Top 10 Holdings in First American OH Tax-Free Bond Y Fund (FOTYX)

Discover what First American OH Tax-Free Bond Y Fund (FOTYX) manager is buying

30-Sep-09
Federated Muni OH Muni Cash Instl [4.57%]
Ohio St Ref Infra 5.5% [2.43%]
Ohio St Higher Edl Fac Commn R Hig 5.25% [2.22%]
HIGHLAND OHIO LOC SCH DIST SCH FACS [2.2%]
Ohio St Rev Bds 5.25% [2.2%]
Greene Cnty Ohio Gen Infra 5.25% [2.2%]
Toledo Ohio City Sch Dist 5% [2.19%]
Riversouth Auth 5.25% [2.18%]
Ohio St Wtr Dev Auth 5.05% [2.17%]
Hamilton Ohio Elec Rev Rev Ref B 4.3% [2.17%]

30-Jun-09
Federated Muni OH Muni Cash Instl [4.76%]
Ohio St Ref Infra 5.5% [2.46%]
Ohio St Higher Edl Fac Commn R Hig 5.25% [2.38%]
Ohio St Wtr Dev Auth 5.05% [2.35%]
Toledo Ohio City Sch Dist 5% [2.31%]
Riversouth Auth 5.25% [2.3%]
Ohio St Rev Bds 5.25% [2.29%]
Univ Cincinnati Ohio Gen Gen Rcpts 5.5% [2.28%]
OHIO ST HIGHER ED [2.28%]
Hamilton Ohio Elec Rev Rev Ref B 4.3% [2.26%]

31-Mar-09
Ohio St Ref Infra 5.5% [2.56%]
OHIO ST HIGHER EDL FAC COMMN R HIGHER ED [2.54%]
Ohio St Wtr Dev Auth 5.05% [2.51%]
Riversouth Auth 5.25% [2.44%]
Ohio St Rev Bds 5.25% [2.43%]
Toledo Ohio City Sch Dist 5% [2.42%]
Montgomery Cnty Ohio Wtr Rev Wtr 5.375% [2.42%]
Univ Cincinnati Ohio Gen Gen Rcpts 5.5% [2.42%]
Ohio St G.O Bds 5% [2.41%]
OHIO ST HIGHER ED [2.41%]
Click here for Stock Holding Change Map in First American OH Tax-Free Bond Y Fund (FOTYX)

  

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